Insights

7 Tips for Raising Wealthy Children to Be Financially and Socially Responsible

General  |   October 17, 2019  |  
Chris Creed

How do parents with substantial assets raise fiscally and socially responsible children – both older and younger? How do you talk to your children about the wealth they are likely to inherit? Many successful people with significant wealth don’t know how to talk to their children about money. Emotions and a willingness to involve your […]

Making Estate Planning Your Own

Financial Planning, Retirement Planning, Wealth Management  |   July 17, 2019  |  
Chris Creed

Estate Planning for those you love can dramatically alter the course of your family for generations. In his Last Will and Testament of 1799, George Washington, laid out a clear vision for his legacy. He bequeathed the “use, profit, and benefit” of his whole estate to his “dearly beloved wife Martha Washington.” He also forgave […]

ABJ Highlights Venturi Private Equity Strategy

In the News  |   June 21, 2019  |  
Chris Creed

The Austin Business Journal recently wrote about Venturi Wealth Management, homing in on how the Central Texas financial firm plans to raise $100M to invest in businesses.   Read Article The newspaper noted that Venturi, which was founded in 2015 by Russ Norwood and George Clark, has $1.2 billion in assets under management and “quietly raised […]