Category: General

Five Conversations Clients Want The Most, Part 1 – Strategic Philanthropy

General  |   August 24, 2018  |  
Ryan Halls

Situation: Purposeful Giving Many high net worth investors and business owners are searching for purposeful, strategic ways to give back but can’t seem to find the time or the right organization matching their objectives. What are the right causes to support?  The possibilities can be overwhelming. Many of us find ourselves conflicted on the why, […]

Five Secrets to Building a Successful Advisory Firm (in 36 Months)

General  |   August 21, 2018  |  
Russ Norwood

Three years ago this week, we left behind very successful and long careers with a major Wall Street firm to form Venturi. We began with a very small group of professionals that shared a common vision to build a firm for our clients. There was no guarantee that any clients would follow us. Many loyal clients and […]

How Do Families Benefit from Charitable Giving?

General  |   May 24, 2018  |  
Mike Sanders

For most wealthy individuals, the legacy they leave to loved ones is more than stocks and bonds, but rather a collection of deeply held beliefs and values that shape their world view. Transferring these values to the next generation is an important part of family wealth planning, and charitable giving can be a critical tool […]