Thank you for joining the Wise River Advisors as we invite you to join conversations with our UBS colleagues, members from an extensive professional network, and leaders from our communities. We will discuss timely topics and break down some of the biggest questions in the world of finance.
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Thank you for joining the Wise River Advisors as we invite you to join conversations with our UBS colleagues, members from an extensive professional network, and leaders from our communities. We will discuss timely topics and break down some of the biggest questions in the world of finance.
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.
The Wise River Advisors podcast
Thank you for joining the Wise River Advisors as we invite you to join conversations with our UBS colleagues, members from an extensive professional network, and leaders from our communities. We will discuss timely topics and break down some of the biggest questions in the world of finance.
