In this episode, Leo sits down with Andrew Kahner, Managing Director and Private Wealth Advisor at UBS Wealth Management and co-founder of Connor Segal Partners. With nearly 20 years of experience advising entrepreneurs, executives and high net worth families, Andrew leads one of New York’s top advisory teams, managing more than $2.5 billion in client assets.
Andrew breaks down UBS’s Liquidity / Longevity / Legacy framework and how his 12 person team helps clients turn income and business success into durable, multi generational wealth. Through simple analogies and real world examples, he explains what actually goes into building, protecting and transferring wealth at scale.
This episode explores how ultra successful families think about risk, why timing the market usually fails, and how to prepare early for liquidity events so you do not leave millions on the table in taxes or inefficient structures.
👉 Highlights you will learn in this episode:
💰 How Andrew’s team manages $2.5B for entrepreneurs, executives and families
🧱 The UBS Liquidity / Longevity / Legacy framework and how to apply it
🧮 The core questions he asks every client about budget, goals and liabilities
📉 Why trying to time the market destroys more wealth than downturns
⏱️ How bear markets actually behave and why 2 to 3 years of liquidity matters
🏦 Public vs private markets and why illiquidity can be a benefit
🧠 How family offices and ultra wealthy clients think differently
🏛️ When and why to set up a family office based on tax and estate rules
👥 How Andrew built a 12 person advisory team and hires for culture
⚖️ Balancing an elite career with family and personal life
🚀 Why founders should call years before a liquidity eventIf you want to learn how serious wealth creators think about liquidity, risk and legacy, and how to turn income or a future exit into long term financial freedom, this episode is essential.
//Timestamps//
00:27 - Helping successful professionals turn income into lasting wealth
01:44 - Team approach to client support
02:11 - Framework for internal liquidity and planning
03:51 - Bespoke investment strategy08:38 - Importance of understanding budgets and spending
10:56 - Common mistake: trying to time the market
13:03 - Liquidity bucket strategy
18:41 - Long-term investment thinking for family offices
23:20 - Tax and estate planning considerations for wealthier individuals
32:38 - Types of clients: founders and corporate executives
🤝 CONNECT WITH ANDREWWebsite: http://www.ubs.com/fa/andrewkahner
👋 CONNECT WITH LEO1) LinkedIn: https://www.linkedin.com/in/leo-young/2) Instagram: https://www.instagram.com/leoyoungrealestate/3) Want to invest with us? https://tidycal.com/leoyoungrealestate/investor-alignment-call
⚠️ Disclaimer:Nothing in this episode or description is financial, legal or tax advice. All opinions are for educational and entertainment purposes only and do not represent the views of UBS or any other institution. Please consult your own financial, legal and tax professionals before making any investment or planning decisions.
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👍 Like this episode if Andrew's story gave you new ways to think about wealth, and drop your thoughts or questions in the comments.
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