Insights

Timely Wealth Transfer and Estate Planning Strategies

General  |   July 1, 2020  |  
Venturi Private Wealth

Katherine Akinc (Brink Bennett Golden LLP) joined Russ Norwood and Alex Clendennen of Venturi Private Wealth and discussed timely estate planning opportunities in 2020. This blog on timely wealth transfer and estate planning strategies is a modified transcription of the virtual event that was hosted on May 21, 2020.  Ahead of the 2016 election many […]

Thirty Minutes with Gary Valdez, Founder and President, Focus Strategies Investment Banking, Austin

General  |   February 3, 2020  |  
Venturi Private Wealth

Gary Valdez, Founder and President, Focus Strategies Investment Banking, Austin Venturi Viewpoints discusses the intersection of life, wealth, and wisdom. We hope you enjoy this installment featuring Gary Valdez, who shares his insights about planning the successful sale of a business. — What was your path to becoming an exit strategist? I came up through […]

Venturi Viewpoints with Mike Sanders, President

General  |   January 17, 2020  |  
Venturi Private Wealth

Mike Sanders, President Venturi Viewpoints discusses the intersection of life, wealth, and wisdom, interviewing a variety of contributors. We hope you enjoy this installment featuring Mike Sanders from our Austin office.  What was your path to becoming President of Venturi? Prior to joining Venturi, I had the opportunity to work at several great firms. I […]