Hannes and Max are joined by veteran real estate advisor to professional athletes and Founder/CEO of Distinct Concierge Sports & Entertainment Real Estate Firm, Rod Watson, to discuss some of the best practices professional athletes should take when considering a real estate purchase ..read more

Hannes and Max welcome on expert entertainment attorney and partner at Greenberg Traurig, Paul Sarker, to discuss some of the key points college and high school athletes and their representatives should consider to navigate NIL compensation successfully ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more