Gain insight on the current state of the U.S. real estate market and where it could be headed
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RSVP For Zoom Link and Calendar Invite |
22 January, 202511:00 AM - 11:45 AM Pacific |
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January 22 2025
11:00 AM-11:45 AM Pacific
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RSVP for Zoom Link - Please allow 24 hours for registration to be finalized |
19 February, 202511:00 AM - 11:45 AM Pacific |
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February 19 2025
11:00 AM-11:45 AM Pacific
Join us for a conversation around the intricacies and opportunities of QSBS /Section 1202 for tech founders.
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Register for Zoom Link - Please allow at least 24 hours for your RSVP to be finalized. |
19 March, 202511:00 AM - 11:45 AM Pacific |
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March 19 2025
11:00 AM-11:45 AM Pacific
Explore the differences and advantages of both a donor advised fund (DAF) and a private foundation for entrepreneurs and tech founders.
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Register for Zoom Link - Please allow at least 24 hours for your RSVP to be finalized. |
06 November , 202411:00 AM - 11:45 AM Pacific |
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Things to think about before year end, planning opportunities and changes to be aware of next year
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RSVP for unique Zoom Link |
09 October , 202411:00 AM - 11:45 AM Pacific |
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A deep dive into planning for VC & PE partners and angel investors, focusing on tax mitigation, trust solutions, and best practices
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RSVP for Zoom Link |
18 September , 202411:00 AM - 11:45 AM Pacific |
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Planning for Partners in VC, PE & Angel Investors Call Invite |
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16 September , 20246:00 PM - 8:30 PM Eastern |
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Please join us for a special Election Watch discussion as we discuss the upcoming election, including macroeconomic implications, potential outcomes, and resulting impacts to your investment portfolio.
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Register for Zoom Link - Please allow at least 24 hours for your RSVP to be finalized. |
06 September , 202411:00 AM - 11:45 AM Pacific |
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High level education and conversation around federal and state income tax.
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RSVP for Calendar Invite and Zoom Link |
14 August , 202411:00 AM - 11:45 AM Pacific |
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Join us and the books author to explore how to approach financial discussion with children and raising financially responsible young adults
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RSVP For Zoom Link and Calendar Invite |
17 July , 202411:00 AM - 11:45 AM Pacific |
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We will review paths to creating liquidity without selling private stock.
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RSVP for Calendar Invite and Zoom Link |
12 June , 202411:00 AM - 11:45 AM Pacific |
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Overview of private market Venture Capital and Private Equity activity with focus on the tech sector
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RSVP for Calendar Invite and Zoom Info |
08 May , 202411:00 AM - 11:40 AM Pacific |
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A deep dive into planning for startup founders, focusing on tax mitigation and trust solutions
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RSVP for Calendar Invite and Zoom Info |
10 April , 202411:00 AM - 11:40 AM Pacific |
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(Qualified Small Business Stock)
Join us for a conversation around the intricacies and opportunities of QSBS /Section 1202 for tech founders.
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Date & time |
Speakers |
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RSVP for Calendar Invite and Zoom Link |
20 March , 202411:00 AM - 11:45 AM Pacific |
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Strategies on how to best navigate your liquidity event through volatile markets.
Hosted by: Presidio Partners
Warren Coughlin, CFP® Senior Vice President
Speaker: Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS
Wednesday, February 21st from 11am-11:45am PTLocation |
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RSVP for Calendar Invite and Zoom Link |
21 February , 202411:00 AM - 11:45 AM Pacific |
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Join the founders of our team as they walk us through their business and the unique resources we bring to our clientele
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RSVP For Zoom Link and Calendar Invite |
14 December , 202311:00 AM - 11:45 AM Pacific |
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December Conversation with the Partners Conference Call Invite '23 |
Art Basel Miami Beach brings the international art world together with over 280 leading galleries and more than 4,000 artists. The U.S. show features renowned galleries from five continents showing significant works by masters of modern and contemporary art, as well as the new generation of emerging talent. UBS has been the Lead Partner of Art Basel Miami Beach since its inception in 2002.
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Register to request invite |
07 December , 20235:00 PM - 7:00 PM Eastern |
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Join us to hear Blackstone’s latest thinking on all things private markets.
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RSVP For Zoom Link and Calendar Invite |
08 November , 20239:00 AM - 9:45 AM Pacific |
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