Hannes and Max are joined by the head of UBS’ Business Owners segment, James Jack, to discuss the types of buyers business owners should evaluate when considering the sale of their company.

Hannes and Max are joined by two women who have dedicated their entire lives to their children: Daynia La-Force and Wendy Sparks. Both mothers of players in the NBA, Daynia and Wendy have used their experience in the professional sports world to found Courtside Moms Media, an organization created to assist the mothers, fathers, and families of professional basketball players navigate the many challenges these young pros coming into significant wealth face. Throughout the conversation, we discuss how CMM supports this community via educational panels, sharing the stories of different mothers via personal interviews, and the connections they’ve created along their own journeys. We also discuss how they’ve helped both of their sons give back to their communities, giving other aspiring young athletes the chance to leave their own mark on the world.

Hannes and Max are joined by expert risk advisor, Erin Luczak of USI Insurance Services, where they jump into some of the top discovery questions they ask athletes and entertainers when first working together (some are more unusual than you might think!).

Asset protection strategies can help people build a wall around their wealth that stops others from unjustly taking what’s theirs. But asset protection is tricky, technical stuff. Today we’re examining five asset protection mistakes that have the potential to blow up your wall of protection—and how to sidestep them.

When it comes to trust & estate planning for women certain demographic shifts indicate how important it is for women to have estate plans. Why? There is about a 90% probability that a woman will be managing her finances on her own at some point due to divorce or the death of her spouse, and, will be responsible not just for the ultimate disposition of her wealth if she is single, but for the ultimate disposition of her wealth and her spouse's wealth if she is married. Our guest today is Lara Sass, of boutique firm Sass & Associates LLP to discuss this important topic.

Hannes and Max dive into the lack of financial literacy among the population worldwide, how to navigate foundational concepts and ideas about money, and how parents and grandparents can help their heirs and even themselves become more financially literate.

Hannes and Max welcome on Mark Tepsich of UBS’ Family Office Solutions Team (Private Wealth Management), who discusses the concept of the “family-focused family office,” a more comprehensive and inclusive approach to the family office role and function.

Security , including cybersecurity, is often overlooked by the owners of mega yachts but is absolutely necessary to guard the privacy of the owners and prevent financial fraud. Hannes invites experts Adam Pauska and Dominic Sylvester of AXG Advisors to dive into the topic.

If you’re a business owner who decides to sell or transition the ownership of your business, do you know what your next move will be? For some entrepreneurs who want to stay part of the business world they know so well, becoming an independent consultant can be a new stage in their entrepreneurial lives. This episode takes a look at some key issues involved in transitioning from being a business owner to being a business consultant.

Hannes invites special guest Matthew Sawyer, Columbia and NYU professor and author of “Make It In America”, to discuss his book, its examination of businesses from Fortune 500 companies to high-tech start-ups and some of the most important lessons they can teach for businesses trying to establish themselves in the U.S. marketplace today.