Event calendar

Business Owner Forum - Valuation & Transition Strategies for Business Owners

This is an exclusive business owner's forum focused on valuations and transition strategies as you plan for the future of your business.

The program will address:
– Business Valuation - Do you know what your business is really worth?
– What should my business advisory team look like?
– Transition Strategies - 5 D's of Exiting Your Business

Animal Shelter Supply Drive

We will be collecting supplies between February 1st and February 28th. Feel free to come by the office during business hours to drop items off. You can also have items delivered directly to our office if you order something online. The items collected will be delivered during the first week of March.

What do the shelter pets need?

- Cleaning Supplies: Bleach, Paper Towels, Laundry Detergent, Baby Wipes, Etc.
- Grooming Supplies: Clippers, Nail Trimmers, Shampoo, etc.
- Wet & Dry Cat/Dog Food, Food/Water Bowls
- Cat/Dog Treats, Toys & Food/Water Bowls
- Cat Litter & Puppy Pads
- Small & Large Litter Boxes
- Newspaper
- New/Used (but clean) Linens, Towels, Rags, Top Sheets, etc.
NO PILLOWS OR FITTED SHEETS
- Gallon Bottles of Distilled Water
- Animal Cages/Crates

China/U.S Tensions – Geopolitical Implications

On Wednesday, April 26, please join Ronita Macklin, Head of Ultra-High Net Worth Client Solutions Business & Client Development, UBS Americas for a conversation with the Head of the UBS U.S. Office of Public Policy, John Savercool, UBS Executive Vice Chairman, Jeb Hensarling, and retired four-star Admiral Jonathan Greenert to discuss U.S./China relations and potential policy implications.

Admiral Jonathan Greenert is a retired four-star admiral and the former Chief of Naval Operation, a role he held from 2011-2015.  He also served as a member of the Joint Chiefs of Staff and as the principal naval advisor to the President and Secretary of the Navy.  Jon joined UBS Americas Advisory Council in April 2016, and currently services as a consultant, advisor and member of corporate boards.

Jeb Hensarling joined UBS in 2019 as Executive Vice Chairman of UBS Americas. Prior to joining UBS, Jeb served in the U.S. Congress for eight terms, including three terms as Chairman of the House Financial Services Committee.

John Savercool serves as Senior Lobbyist and Head of the UBS U.S. Office of Public Policy. In this capacity, John directs the firm’s lobbying, political and policy advocacy efforts at the federal level. 

Dial-in: +1 (929) 205-6099

Webinar ID: 995 9296 9424

Passcode: 141416

529 Day!

With education costs skyrocketing, you need a plan to help your children or grandchildren get the education they need for future success. 529 college savings plans were created to help parents, grandparents and others put money aside for a child’s education expenses on a tax-advantaged basis. Knowing the benefits and considerations of starting a 529 plan is the final step in helping your loved ones pursue their goals.

Summer of Artificial Intelligence (AI) Webinar 1

Origins of AI

Join the first event in our Summer of artificial intelligence series featuring Jules White, Associate Dean for Strategic Learning programs professor of computer science at Vanderbilt University.

Harbor House Supply Drive

Harbor House works to prevent and eliminate domestic abuse in Central Florida by providing life-saving services to survivors as well educating and uniting the community.

We will be collecting items through the month of June to donate and support this organization as well as our community. 
You can find a list of supplies to donate listed below or on the website link provided. 

Non-perishable food items
- Examples: rice, pasta, beans, crackers, soups, or any other canned goods
Toiletries
- Shampoo & conditioner
- Body & face wash
- Deodorant
- Toothbrush & toothpaste
New Linens
- Full & twin size sheet set
- Towel set
- Washcloths
Cleaning Supplies
- Hand/dish soap
- Bleach
- Lysol wipes

Feel free to drop donation items off during business hours at our office or have items ordered online delivered directly to us.

Summer of Artificial Intelligence (AI) Webinar 2

Investment implications and opportunities of AI
The second event will be on investment implications and opportunities, with CIO Technology Sector Analyst, Kevin Dennean, and partners from around the financial services industry.

UHNW Client Solutions Exclusive: Commercial Real Estate

Join us for a PWM Exclusive call focused on the evolving Commercial Real Estate Market.

Jennifer Gabrielli, Head of Ultra High Net Worth Client Solutions, will moderate a panel discussion on the Commercial Real Estate landscape and current market outlook. She will be joined by Head of Commercial Real Estate Stabilized Products within UBS’ Bank USA, Shawn Conover, Real Estate & Lodging Analyst for the Americas within UBS’ Chief Investment Office, Jonathan Woloshin, and Vice Chairman for CBRE Los Angeles, Todd Doney.

Our panelists will discuss what they’re seeing in the market across asset classes and regions, while highlighting key trends and investment considerations.

Summer of Artificial Intelligence (AI) Webinar 3

Impact of AI on jobs, education, and the economy

The third event will cover the impact on jobs, education, and the economy, with Paul Donovan, Chief Economist, UBS and Bruce Lenthall, Executive Director at the Center for Teaching and Learning at the University of Pennsylvania.

Investor Watch: Wind In Your Sales

Coming off an active market for mergers and acquisitions, the latest UBS Investor Watch looks at business owners who now face headwinds from higher interest rates, inflation and political uncertainty. We spoke with owners considering an exit and those who recently sold their business.

Join us for an upcoming webinar for business owners considering an exit August 2nd at 1:00 PM Eastern Time.

Summer of Artificial Intelligence (AI) Webinar 4

Applications of AI

The fourth event will cover the various applications of artificial intelligence with Sam Charrington, Founder, and Principle Analyst at CloudPulse strategies, and Host - TWIML AI podcast.

Private Wealth Management Exclusive: Family Office Compensation Insights

Mark Tepsich, UBS’ Family Office Design and Governance Strategist for Family Office Solutions, will sit down with co-founders of Agreus Group, Paul Westall and Tayyab Mohamed, to discuss family office staffing and compensation insights.

UHNW Client Solutions exclusive call: Family Office Technology

Mark Tepsich, UBS’s Family Office Design and Governance Strategist for Family Office Solutions, will sit down with Founder and Chief Technology Officer of InfoGrate, Dr. Tania Neild, to discuss family office technology architecture, build and design strategies.

Unable to attend the webinar? An audio replay of this discussion will be available in the coming days on our dedicated webpage.