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Event calendar

When Is Enough Enough? | A Private Webinar Conversation

Join us for a thoughtful 30‑minute webinar with Greg Merrill, Julie Binder and James Jack that explores a question most business owners consider quietly—but rarely talk about out loud: how do you know when it’s enough?

This is not a webinar about valuation, taxes, or transactions. It’s a guided conversation about being life‑ready, not just deal‑ready—how wealth can support the life you and your spouse want, what “fair” really means when families aren’t equal, and how to approach these decisions before pressure forces them.

If you’re building toward a transition or simply thinking about what comes next, this conversation offers a clear, human starting point.

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Virtually on Microsoft Teams

27 May, 202612:00 PM - 12:30 PM Eastern
  • Greg Merrill, CEPA, CFP®, Private Wealth Advisor - UBS
  • Julie Binder, Senior Strategist - Family Advisory and Philanthropy Services - UBS
  • James Jack, Managing Director, Head of the Business Owners and Multigenerational Wealth Client Segments - UBS

Register to join here

Christie's | A Private Gallery Tour and Cocktail Reception

Join us for an exclusive evening event at Christie’s on May 14th.

Be part of one of the most anticipated sales weeks of the year: the 20th and 21st Century Art auctions. This is a rare opportunity to walk the galleries before the sales with the doors closed to the public.

Taylor Nemetz will guide the gallery tour, focusing on highlights from The Collection of Agnes Gund, alongside works from other female-driven collections and women artists. From there, we'll move upstairs for a cocktail reception in a beautifully appointed space that becomes a private lounge during sale week.

Space is extremely limited.

Please RSVP by Thursday, May 7

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20 Rockefeller Center New York, NY 10020

14 May , 20265:30 PM - 7:00 PM Eastern

    Qualified Small Business Stock | Webinar

    UBS UHNW Advisory is hosting a webinar on Qualified Small Business Stock (QSBS).

    This session will feature members of the UBS Advanced Planning Group, joined by Nancy Dollar, Partner at Hanson Bridgett LLP, and will cover key income tax and wealth transfer considerations relevant to sophisticated business owners.

    Please note this session will be recorded.

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    Virtually on Microsoft Teams

    07 May , 20261:00 PM - 2:00 PM Eastern
    • Ann Bjerke, Head of the UBS Advanced Planning Group
    • Alan Azar, Tax Efficiency Planning Strategist, UBS Tax Efficiency Group
    • Casey Verst, Senior Wealth Strategist, UBS Advanced Planning Group

    CIO House View | May Livestream

    Join our livestream with Jason Draho, Head of Asset Allocation CIO Americas, and David Lefkowitz, Head of Equities CIO Americas, where they will share their perspectives on the current market outlook, discuss the key themes shaping today’s investment environment, and provide insights on the recent earnings season.

    The replay will be available within 24 hours after the live session on the same page.

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    Virtually on CIO Live

    07 May , 20261:00 PM - 2:00 PM Eastern
    • Jason Draho, Head of Asset Allocation CIO Americas
    • David Lefkowitz, Head of Equities CIO Americas

    Charitable Giving Lunch & Learn

    During this session, we’ll cover:

    • The latest tax changes introduced in 2025 and what they mean for charitable giving
    • This year’s enhanced incentives for charitable contributions compared to prior years
    • Donor-Advised Funds (DAFs): how they work and when they make sense
    • Fresh strategies for charitable giving to help you maximize your impact and take full advantage of this year’s tax benefits

    Bring your lunch, log in from wherever you are, and gain insights that can help you make the most of your giving this season.

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    Virtual - Please RSVP by November 3rd for the link to attend

    05 November , 202512:15 PM - 1:00 PM Eastern
    • Julie Binder - Senior Strategist Family Advisory and Philanthropy Services UBS Business Solutions US LLC
    • Carrie Larson CFP - Executive Director Senior Wealth Strategist UBS Financial Services, Inc.

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