The Changing Role of Government

White House

Governments all over the world have engaged in massive stimulus to combat the destruction of the global pandemic. What are the consequences of this surge in spending? Should we be worried?

The First Five Remarkable Years

Five years ago, we founded Venturi with a vision for establishing an independent private wealth advisory firm with client alignment that did not exist in the private bank and brokerage world. Over three decades, we had observed an industry evolving to be dominated by bank-owned brokerages with a long traditions of selling products to customers.

Gift Trusts and Grantor Retained Annuity Trusts (GRATs)

A grantor retained annuity trust (GRAT) is a fantastic structure. In my opinion it’s a win-win structure because of the lower 7520 rates. You can set one of these grantor retained annuity trusts for a term of years, let’s say five or 10 years, and it has a reasonable chance to get a good amount of money out of your estate.