A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
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A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
Using Captive Insurance Companies to Protect and Grow Wealth
Strategic Planning for Business Owners
15 minutes 3 seconds
4 years ago
Using Captive Insurance Companies to Protect and Grow Wealth
In this episode Steven Young, Senior Vice President, UBS Wealth Management and leader of the Business Transition Consultants discuss the how owners can use Captive Insurance Companies to protect and grow wealth with his guest, Michael Hyzdu, Senior Vice President, UBS Wealth Management, and leader 3 Point Wealth Advisors. Mike discusses what a captive insurance company is, who should consider one and how to leverage a captive to grow wealth.
Strategic Planning for Business Owners
A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
