Hannes explains how a family constitution can be used to manage a family’s wealth so that it achieves their many goals. From continuing to grow their wealth as it’s transferred to younger generations, to aligning the use of that wealth with the values and ideals the family holds dear, to protecting that wealth from creditors and others who might seek to take it unjustly, the family constitution is a fantastic foundation to begin the process.

Hannes is joined by Nicole Sebastian of UBS’ Family Advisory and Philanthropy Services team to dive into charitable giving strategies and vehicles that can help you get started—or make your existing philanthropy even more impactful. Nicole shares some insights on how to go about charitable giving, and even more importantly what not to do when it comes to charitable financial support.

Hannes is joined by tax attorney and partner at Grant, Herrmann, Schwartz & Klinger LLP, Megan Campos, to discuss how a well-designed succession plan can reduce the risk that occurs when a family business is transferred from one generation to the next—and how to facilitate a transfer that leaves everyone in the family satisfied.

Hannes invites divorce attorneys Daniel Lipschutz and Adam Turbowitz (Bois Schiller and Flexner LLP) to discuss the importance of prenuptial agreements in a client’s overall financial plan, how to implement one without creating discourse with loved ones, and particular situations in which prenups (or a lack there of) have effected clients in real life situations.

Hannes welcomes property and casualty insurance specialist Adam Pauska (AXG Advisors) to the show to discuss some of the biggest mistakes wealthy homeowners make when insuring their homes and their valuable contents.

Stress testing is a methodology that assists in making sure you aren’t making any serious mistakes when it comes to your wealth management plans and didn’t overlook any meaningful financial opportunities or strategies.

Hannes discusses the most successful strategies the ultra-affluent use to prepare their children and other heirs to handle the wealth they will one day inherit, and how this methodology can apply to most individuals looking to pass something on to the next generation.

Hannes is joined by life insurance expert George Papanier (AXG Advisors) to discuss the necessity of life insurance in a client’s financial plan, why it is so beneficial, and how it can be used for anyone from the parent looking to fund a child’s college education to an entrepreneur looking to protect his or her business interests.