Presidio Partners
View FINRA BrokerCheck informationContact us

Event calendar

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

Supporting links

2825 Sand Hill Rd, Menlo Park, CA 94025

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

    Founders Dinner at Madera Invite

    Register for this event

    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

    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

    RSVP for Microsoft Teams Link

    13 August, 202511:00 AM - 11:45 AM Pacific
    • Daniel Johnson, Managing Director - Andersen Tax

    Income Tax Planning with Andersen Tax Invite

    Register for this event

    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

    24 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

    Register for this event

    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.

    Location

    Date & time

    Speakers

    Supporting links

    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

      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

      RSVP For Meeting Link and Calendar Invite

      21 May , 202511:00 AM - 11:45 AM Pacific
      • Douglas Monaster, Product Specialist OneBank Coverage - UBS
      • Furhaan Khan, Global Banking - Americas Technology

      Private Market & Tech Sector Call Invite

      Advanced Planning for Startup Founders

      Pre and post planning for startup founders, focusing on tax minimization and trust solutions.

      Location

      Date & time

      Speakers

      Supporting links

      RSVP for Meeting Link and Calendar Invite

      16 April , 202511:00 AM - 11:40 AM Pacific
      • Rebecca Sterling, Senior Wealth Strategist - Advanced Planning Group - UBS

      Advanced Planning for Startup Founders Invite

      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 with the Link in this table

      19 March , 202511:00 AM - 11:45 AM Pacific
      • Christopher A. Karachale, Partner, Hanson Bridgett LLP

      https://events.teams.microsoft.com/event/be7b2bca-05c1-4191-83e9-5831c2cb3637@fb6ea403-7cf1-4905-810a-fe5547e98204

      Trust Structuring for Founders

      Location

      Date & time

      Speakers

      Supporting links

      RSVP for Zoom Link - Please allow 24 hours for registration to be finalized

      19 February , 202511:00 AM - 11:45 AM Pacific
      • Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS

      Trust Structuring for Founders Invite

      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

      RSVP For Zoom Link and Calendar Invite

      22 January , 202511:00 AM - 11:45 AM Pacific
      • Jonathan Woloshin, CIO Equity Strategist, US Real Estate & Lodging at UBS

      Explore the Real Estate Market 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

      Supporting links

      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
      • Carrie Jean Larson, Senior Wealth Strategist – UBS Advanced Planning
      • Rudy Flesher, CEPA®, CAP®, Regional Director, West - National Philanthropic Trust

      Donor Advised Fund vs Private Foundation Invite

      Year End planning for Entrepreneurs

      Things to think about before year end, planning opportunities and changes to be aware of next year

      Location

      Date & time

      Speakers

      Supporting links

      RSVP for unique Zoom Link

      09 October , 202411:00 AM - 11:45 AM Pacific
      • Lora Cicconi, Senior Income Tax Strategist - UBS

      Year End Planning for Entrepreneurs Call 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 Zoom Link

      18 September , 202411:00 AM - 11:45 AM Pacific
      • Rebecca Sterling, Senior Wealth Strategist - Advanced Planning Group -UBS

      Planning for Partners in VC, PE & Angel Investors Call Invite

      Founders Dinner in Boston

      Location

      Date & time

      Speakers

      Supporting links

      RSVP to receive calendar invite

      16 September , 20246:00 PM - 8:30 PM Eastern
      • UBS Investment Bank Michael Costanza and Kevin Donahue

      UBS Dinner in Boston Invite

      Election Watch

      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.

      Location

      Date & time

      Speakers

      Supporting links

      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
      • Shane Lieberman, a Senior Governmental Affairs Advisor based in Washington, D.C. - UBS

      Election Watch Call Invite

      Money Doesn’t Grow on Trees

      Join us and the books author to explore how to approach financial discussion with children and raising financially responsible young adults

      Location

      Date & time

      Speakers

      Supporting links

      RSVP For Zoom Link and Calendar Invite

      17 July , 202411:00 AM - 11:45 AM Pacific
      • Neale Godfrey, Author of Money Doesn’t Grow on trees

      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 

      Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

      Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

      For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

      Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

      © UBS 1998-2025. All rights reserved.

      This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

      Go to privacy settings