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Event calendar

Women, Wisdom, and Wealth: How Much is Enough?

Finding the right balance for family wealth transitions

Whether you are a wealth creator or a wealth inheritor, we invite you to join us for our next women-only discussion.   
We will explore how to leave your children more than just money but also the wisdom to manage it and also discuss how rising-gen leaders can lean into family conversations that build clarity, capability and a strong sense of stewardship. 

Location

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Supporting links

Register to Receive Call Link

19 February, 20262:00 PM - 2:45 PM Eastern
  • Liam McCormick, Senior Strategist, UBS Family Advisory
  • Julie Binder, Senior Strategist, UBS Family Advisory

Register for this event

Artist Talk with Alex Israel

An exclusive Artist Talk with Alex Israel, the Los Angeles based artist whose practice has achieved high visibility in the worlds of art, entertainment, fashion, and tech. Alongside Alex, we will be joined by Mary Rozell, Head of the UBS Art Collection, who will moderate a discussion around Alex’s practice which is deeply entwined with the Southern California millennial lifestyle.

The afternoon will begin with a welcome reception where guests are invited to enjoy our new presentation of works from the UBS Art Collection, which includes Avenue of the Stars, 2025, Israel’s site-specific mural installation.

Location

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UBS, 2000 Avenue of the Stars, 12th Fl. S, Los Angeles

24 February, 20263:00 PM - 5:00 PM Pacific
  • Alex Israel - Artist
  • Mary Rozell - Head of UBS Art Collection

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Trust Structuring for Founders

Strategies on how to best navigate your liquidity event through volatile markets

Location

Date & time

Speakers

Supporting links

Register to Receive Call Link

26 February, 202611:00 AM - 11:45 AM Pacific
  • Laura Chooljian, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

Registration Link

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Founders House at the Monty Summit

Bringing together local founders and those attending The Montgomery Summit over drinks and hors d'oeuvres for a night of networking and community building.

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The Penthouse, Located in the Huntley Hotel​, 1111 2nd St, Santa Monica, CA 90403

09 March, 20265:30 PM - 8:30 PM Pacific

    Event Invite (RSVP Below, Not Guaranteed)

    Register for this event

    Deep Dive Into QSBS

    (Qualified Small Business Stock)

    Join us for a conversation around the intricacies and opportunities of QSBS / Section 1202 for tech founders

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    18 March, 202611:00 AM - 11:45 AM Pacific
    • Christopher A. Karachale, Partner – Hanson Bridgett LLP

    Registration Link

    Register for this event

    Income Tax Planning with Andersen Tax

    High level education and conversation around federal and state income tax

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    15 April, 202611:00 AM - 11:45 AM Pacific
    • Daniel Johnson, Managing Director - Andersen Tax

    Registration Link

    Register for this event

    Advanced Planning for Startup Founders

    A deep dive into planning for startup founders, focusing on tax mitigation and trust solutions, and how to navigate volatile markets

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    20 May, 202611:00 AM - 11:45 AM Pacific
    • Rebecca Sterling, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

    Registration Link

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    Private Market & Tech Sector

    Overview of private market through exploring venture capital and private equity activity with focus on the technology sector

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    17 June, 202611:00 AM - 11:45 AM Pacific
    • Furhaan Khan, Managing Director, Global Banking – UBS Investment Bank
    • Douglas Monaster, Executive Director, Global Banking – UBS Investment Bank

    Registration Link

    Register for this event

    Explore the Real Estate Market

    Gain insight on the current state of the U.S. real estate market and where it could be headed

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    21 January , 202611:00 AM - 11:45 AM Pacific
    • Jonathan Woloshin, CIO Equity Strategist, U.S. Real Estate & Lodging – UBS Financial Services Inc.

    Registration Link

    Late-Stage Founders Dinner

    Bringing together founders & funders for a conversation about private markets led by Apollo, along with community building and networking over a delicious meal.

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    Date & time

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    Rosewood Sand Hill Hotel, 2825 Sand Hill Road, Menlo Park, CA

    14 January , 20266:30 PM - 9:00 PM Pacific
    • Rob Hankins, Director - Apollo Global Management

    Late-Stage Founders Dinner Invite

    UBS x JPM Healthcare Event

    Bringing together late-stage founders and those attending JPM Healthcare Conference for networking and community building over drinks and hors d'oeuvres.

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    Date & time

    Speakers

    Supporting links

    Zingari Ristorante​, 501 Post Street, San Francisco, CA 94102

    13 January , 20265:00 PM - 8:00 PM Pacific

      UBS x JPM Healthcare Invite

      Donor Advised Fund vs Private Foundation

      Explore the differences and advantages of both a donor advised fund (DAF) and a private foundation for entrepreneurs and tech founders.

      Location

      Date & time

      Speakers

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      RSVP for Microsoft Teams Link

      10 December , 202511:00 AM - 11:45 AM Pacific
      • Carrie Jean Larson, Senior Wealth Strategist – UBS Advanced Planning
      • Rudy Flesher, CEPA®, CAP®, Regional Director, West - National Philanthropic Trust

      RSVP – Receive meeting link Here

      Year End Planning for Entrepreneurs

      Things to think about before year end, planing opportunities and changes to be aware of for next year.

      Location

      Date & time

      Speakers

      Supporting links

      RSVP for Microsoft Teams Link

      22 October , 202511:00 AM - 11:45 AM Pacific
      • Casey Verst, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

      Year End Planning for Entrepreneurs Invite

      Founders House at HLTH Las Vegas

      Bringing together local healthcare founders and leaders attending the HLTH 25 conferenceover drinks and heavy hors d'oeuvresfor an evening of education on direct indexing & social networking.

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      Supporting links

      TAO Las Vegas, The Venetian Resort, 3377 S Las Vegas Blvd, Las Vegas, NV 89109

      19 October , 20256:30 PM - 9:30 PM Pacific
      • Jason English, Global Banking, Co-Head of Healthcare Americas - UBS Investment Bank
      • Mike DelBello, V.P., Regional Sales Coordinator - PGIM

      Founders House HLTH Invite

      Planning for Partners in VC, PE & Angel Investors

      A deep dive into planning for VC & PE partners and angel investors, focusing on tax mitigation, trust solutions, and best practices.

       

      Location

      Date & time

      Speakers

      Supporting links

      RSVP for Microsoft Teams Link

      25 September , 202511:00 AM - 11:45 AM Pacific
      • Lora Cicconi, Tax Efficiency Planning Strategist - UBS Financial Services Inc.

      Planning for Partners in VC, PE & Angel Investors Invite

      Founders Lunch with Blackstone - San Francisco

      Join us for Lunch in the heart of San Francisco to hear Blackstone's latest thinking on all things private markets.

      Location

      Date & time

      Speakers

      Supporting links

      Kokkari Estiatorio, 200 Jackson St, San Francisco, CA 94111

      24 September , 202512:30 PM - 2:30 PM Pacific
      • Michael Dupuis, Managing Director - Blackstone Private Wealth

      Founders Lunch in SF Invite

      Founders Dinner with Blackstone - Palo Alto

      Join us for Dinner in the heart of Palo Alto to hear Blackstone's latest thinking on all things private markets.

      Location

      Date & time

      Speakers

      Supporting links

      The Sea by Alexander's Steakhouse, 4269 W El Camino Real, Palo Alto, CA 94306

      24 September , 20256:30 PM - 8:30 PM Pacific
      • Michael Dupuis, Managing Director - Blackstone Private Wealth

      Founders Dinner in Palo Alto Invite

      One Big Beautiful Bill – Tax Change Overview

      Overview of the "One Big Beautiful Bill," its implications, and how it will affect you and your business.

      Location

      Date & time

      Speakers

      Supporting links

      RSVP for Microsoft Teams Link

      23 July , 202511:00 AM - 11:45 AM Pacific
      • Andrea Sanft, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

      One Big Beautiful Bill Invite

      Founders Dinner at Madera Rosewood Sand Hill

      Bringing together late-stage founders and those attending UBS Private Software & Internet Conference for networking and community building.

      Location

      Date & time

      Speakers

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      2825 Sand Hill Rd, Menlo Park, CA 94025

      15 July , 20256:30 PM - 9:00 PM Pacific

        Founders Dinner at Madera Invite

        Private Stock Lending

        Review paths to creating liquidity without selling private stock.

        Location

        Date & time

        Speakers

        Supporting links

        RSVP for Calendar Invite and Microsoft Teams Link

        18 June , 202510:00 AM - 10:45 AM Pacific
        • Steve Studnicky, Global Banking – UBS

        https://events.teams.microsoft.com/event/abb15a74-33db-4ec7-b3ee-85bf7c85307a@fb6ea403-7cf1-4905-810a-fe5547e98204

        Concours d'Elegance in Beverly Hills

        Join us this Father’s Day Sunday, June 15th, as we host select clients and their families for a special morning of historic cars and brunch.

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        Date & time

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        131 S. Rodeo Dr., Beverly Hills, CA 90212

        15 June , 202510:00 AM - 4:00 PM Pacific
        • Presidio Partners

        UBS Concours d'Elegance Invite

        UBS Founders House Dinner at New York Tech Week

        Bringing together late-stage founders and those attending a16z’s New York Tech Week over dinner for networking and community building. 

        Location

        Date & time

        Speakers

        Supporting links

        RSVP to receive calendar invite

        04 June , 20256:00 PM - 9:00 PM Eastern

          Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

          As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

          Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

          Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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