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In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we ex... more
FAQs about Through the Wealth Lens:How many episodes does Through the Wealth Lens have?The podcast currently has 41 episodes available.
January 04, 2024Five big asset protection planning mistakes—and how to avoid themAsset 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....more1h 13minPlay
January 04, 2024Trust & Estate planning for women with Lara SassWhen 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....more1h 28minPlay
August 24, 2023It’s Time to Address the Financial Literacy ProblemHannes 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....more1h 16minPlay
June 09, 2023The Family-Focused Family OfficeHannes 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....more2h 44minPlay
May 23, 2023Yachts and the Security that is often overlookedSecurity , 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....more2h 19minPlay
May 23, 2023From Owner to Consultant: Could this be your “Retirement Career”?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....more1h 5minPlay
March 01, 2023Make it in AmericaHannes 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....more1h 16minPlay
March 01, 2023Rights and Returns: What to Consider When Selling Your Music CatalogueHannes is joined by fellow advisor and NYIG colleague, Max Grascher, to discuss the recent trend of high-profile musicians selling their music catalogues and what to consider when going through the process....more1h 7minPlay
March 01, 2023Making Smart Decisions About CompensationCalling all business owners and entrepreneurs! Hannes and Ryan discuss how those that run their own businesses can properly compensate themselves as well as their valued employees, to make sure both stay motivated to perform to the best of their abilities and ultimately keep the business in top shape....more1h 6minPlay
March 01, 2023What Really is Wealth Planning?Hannes is joined by Beth Tractenberg, expert trust and estate attorney of Steptoe and Johnson, to truly define what “wealth planning” is and how this relates to wealth protection, tax mitigation, estate planning, and charitable giving....more1h 56minPlay
FAQs about Through the Wealth Lens:How many episodes does Through the Wealth Lens have?The podcast currently has 41 episodes available.