Market Update with David Lefkowitz

In this episode of Through the Wealth Lens, I sit down with Gregory Mark Hill, family office advisor, private equity partner and author of Samsara and Its Impact on the Entrepreneur’s Dream, to explore what really allows wealth to endure across generations. Gregory introduces his framework of the three balance sheets—financial capital, relationship capital and inner capital—and explains why successful wealth transfer requires far more than passing along assets. We discuss family values, belonging, leadership, resilience, communication and the importance of preparing the next generation for the responsibilities that come with wealth. One of the central ideas is simple but powerful: what we build within the next generation may ultimately matter as much as what we leave to them.

In today’s social media environment, especially with NIL deals reshaping the economics of sports, an athlete’s image is no longer just personal — it’s financial. It’s part of their business. And protecting that image is becoming just as important as protecting any other asset. In this episode of “Through the Wealth Lens” , we will share some important tips from entertainment lawyer, Brandon Lepoldus, to protect those assets.

Hannes and Max welcome Katy Homburger Mickelson, divorce and family law partner at Beermann LLP in Chicago. Katy shares insights from her work with high-performing athletes and executives, explaining how she helps clients navigate crises and unfamiliar situations—and why it’s not only acceptable, but often essential, to seek guidance from another expert when you don’t know what you don’t know.

Hannes and Max welcome on Jay Ross, Senior Vice President for Growth at Pro Athlete Community (PAC), an organization that assists professional athletes in preparing for the next chapters of their lives after professional sports. Jay sheds important light on PAC’s world-class education, mentorship, and opportunities for their community, giving professional athletes at all levels the tools to win beyond the game.

The word “wealth” is often used in the wealth management business, but what does “wealth” actually mean? In today’s day and age, the definition of wealth is constantly evolving and changes depending on who you ask. In this episode of Through the Wealth Lens Hannes and Max welcome on Jennifer Wines, author of “Invisible Wealth: 5 Principles for Redefining Personal Wealth in the New Paradigm”, to discusses this evolution and what motivated her to share it with us all.

Hannes and Max welcome on Teresa Hudson, partner and employment attorney at Munck Wilson Mandala LLP, to discuss how recent updates in the world of NIL can affect the legal side of NIL for both the schools/collectives and student-athletes.

Hannes and Max welcome on guest Ryan Ruff, Producer and CEO of The Ruff Media Group LLC, who was instrumental in helping launch "Through the Wealth Lens" back in 2021. Ryan’s expertise and dedication opened the door for Hannes and Max to reach a wider audience and delve into various wealth management and WM-related topics they encounter in their daily business. In this episode, Ryan sheds light on the immense value of podcasting for business owners, and how it can be a powerful tool to nurture and enhance a brand. His experience and knowledge in this field are truly inspiring, and we believe viewers and listeners will find his perspective incredibly valuable.

Hannes and Max are joined by entertainment attorney and partner at Greenberg Traurig, Paul Sarker, who discusses recent, major updates with Name Image and Likeness (NIL) in the world of college sports, what these recent changes in legislation mean for both the NCAA and student-athletes, and some of the biggest points student-athletes and their families should be aware of moving forward.

Hannes and Max are joined by UBS Wealth Management Americas Chief Equity Strategist David Lefkowitz, who provides an update on UBS’ view of global markets and the economy in light of recent developments regarding tariffs, artificial intelligence, and inflation, and where recent data points to in the months ahead.

Hannes and Max are joined by UBS’ Family Office Design and Governance Specialist, Mark Tepsich, who provides an update on some of the leading insights, thoughtful discussions, and experience-based practices across the many dimensions of managing a family office he and his group have seen in recent times.