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.

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.

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.

A discussion with David McGarel, Chief Investment Officer of First Trust, on the Federal Reserve policy, interest rate forecasts, GDP growth estimate, and more.

A discussion with Jordan Shlain, MD Founder and Chairman of Private Medical.

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.

Recorded June 24th, 2022

Mark Binder and Craig Chiate from Wise River Advisors discuss the current market environment and outlook in the days ahead.

Barbara Guggenheim discusses investing in art, how to tell good vs bad in contemporary art, and her thoughts on collecting contemporary art.

In this podcast, we explore popular vehicles that allow ultra-high net worth families to achieve philanthropic goals in a tax efficient manner, all while creating a legacy for their families. We are joined by Casey Verst, executive director and Senior Wealth Strategist at UBS. He has spent multiple years in private practice as a trust and estate attorney and has helped ultra high net worth individuals with their estate planning goals.