The Wise River Advisors podcast
Thank you for joining the Wise River Advisors as we invite you to join conversations with our UBS colleagues, members from an extensive professional network, and leaders from our communities. We will discuss timely topics and break down some of the biggest questions in the world of finance.
18 Mar 2025
Wild Fires, Wealth and Property & Casualty Insurance: What You Need to Know
In this Expert Series episode, Austin Del'Ve sits down with Eric Massi, a risk advisor specializing in property and casualty insurance. With California wildfires devastating homes, they discuss the evolving insurance landscape, key risk management strategies, and how to ensure your wealth plan isn’t left vulnerable. A proactive plan before a disaster strikes is crucial.
04 Dec 2024
Donor Advised Funds as a Giving Vehicle
This episode explores Donor Advised Funds (DAFs) as a powerful giving vehicle. Learn how DAFs can help maximize charitable giving, provide potential tax benefits and help align with your family financial goals.
18 Sep 2024
Estate Planning Before the November 2024 Election
In this podcast of our Expert Series, Austin Del’Ve with Wise River Advisors has a thought provoking estate planning conversation with Rob Strauss, estate planning attorney and Partner with Weinstock Manion. The conversation lays the framework of estate planning essentials, basic wealth transfer strategies and insights into advanced planning in the face of political changes with the November 2024 election and the sunsetting of the Tax Cuts and Jobs Act at the end of 2025.
13 Feb 2023
Wise River Advisors Discussion With Former Congressman Jeb Hensarling Regarding the Debt Ceiling
In this episode, Mark and Craig speak to former Congressman Jeb Hensarling to discuss the status of debt ceiling negotiations and the potential impacts of these negotiations on financial markets.
Contact information
Contact information
Wise River Advisors
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
(310) 734-2382
(888) 843-6991
