Many successful people with significant wealth don’t know how to talk to their children about money. Emotions and a willingness to involve your children are often intertwined with estate planning, taxes, philanthropy, and legal issues.
Estate Planning for those you love can dramatically alter the course of your family for generations. A good estate plan is profoundly human in its touch points, reflecting the dynamics and needs of the people you love and the causes you cherish.
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.