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David Thayne Leibell

Senior Wealth Strategist, UBS

David Thayne Leibell is Senior Wealth Strategist at UBS, a global firm with 150-year heritage. David has given several hundred lectures and webinars to lawyer and nonlawyer audiences throughout the United States and has authored over one hundred articles on charitable, estate and tax planning. He also has been quoted in numerous publications, including The New York Times, Business Week, Investment News, and Bloomberg Wealth Manager and has appeared on CNBC's "Closing Bell with Maria Bartiromo." 

David’s Recent activity

Business Succession as an Evolutionary Process
Dec 01, 2010
Most family business succession studies focus narrowly on the succession event itself or on some of the changes in leadership and performance that occur soon before or after the succession event. Much less common...
McKinsey Report Identifies Five Attributes for Success
Nov 01, 2010
Family businesses are the backbone of the American economy. In fact, 90 percent of the approximately 15 million businesses in the United States are considered to be family businesses, representing more than 60 percent...
A Practical Guide to Venture Philanthropy
Oct 01, 2010
Bill and Melinda Gates do it. Bill Clinton does it. Bono does it. And thanks to the Internet, the Average Joe can do it. What is it, you ask? It's the new rage in philanthropy. And although it's called by many names...
The Future of Philanthropy
Jul 28, 2010
New report stresses that those donors, private foundations and community foundations engaging in philanthropy must “act bigger” and “adapt better” in the future
Turning Pennies Into Dollars For Charities
May 01, 2010
I am a bit of a spiritual seeker. Last summer, in search of the meaning of life, I trekked up one of the highest peaks in the Himalayas to seek the answer from two gurus who live in adjacent caves. The first guru told...
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