Insights

Don’t Let The Sun Set on Your Estate Plan

General  |   February 14, 2020  |  
Alex Clendennen

2020: A big year. Tokyo will host the Summer Olympics. NASA will launch a mission to Mars. And the presidential election will take place on November 3rd. Election Day may seem far off at the moment, but as we stride deeper into February, it’s prudent to reflect on the close relationship between presidential politics, policy […]

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 […]