When was the last time you heard about a financial team with over 75 years of combined experience? On this podcast, Dan Stevens shares insights from the Signature Legacy Wealth Advisors team at UBS, who manage around $1 billion in assets. Their boutique approach to wealth management isn't just impressive – it's transforming the way entrepreneurs manage their fortunes. Dan and I also dissect the risks of emotional investing through a real-life case study. Diversification is more than a buzzword; it's your safety net. Listen in to learn why.
“Contemplating a business sale or transition can be one of, if not the single most complex and impactful event, financial or otherwise, in any business owner's lifetime.” - Dan Stevens
What you will learn:
The pre-transaction planning
Visualizing the sale and post-transaction planning
Estate valuation and tax planning
UBS signature legacy wealth advisors
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