Insights
GUIDING YOUR PRESENT. SECURING YOUR FUTURE.
Venturi Private Wealth is an independent, fee-only wealth management firm founded in Austin, Texas, with offices in Oklahoma City, Oklahoma.
We manage the complexities of your financial life so you can focus on the things that matter most to you.
Venturi is a team of Innovators, Collaborators, and Industry Veterans
We apply our expertise to help guide you through your unique financial situation.
Current Insights
Thought leadership and timely strategies from Venturi Private Wealth.
- General
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.
- Economy
There are a number of economic data points and trends that likely indicate a profit cycle recovery in 2021 and 2022. This is important as changes in profits drive changes in market levels
- General
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.
- Stock Market
There is still a lot we don’t know right now surrounding the 2020 election and its impact on the stock market.
- General
Ahead of the 2016 election many people scrambled in the back half of the year to try to take advantage of estate planning opportunities before the pending election, where there was some concern that the tax treatment of wealth transfer may change if there was a change in the White House. Obviously it's too soon to tell what the outcome of the November election will be, but a combination of this and current market events makes this a timely topic.
- Economy
Dr. Angelos Angelou (AngelouEconomics) joined Russ Norwood of Venturi Private Wealth and discussed the post-COVOD19 economy. This blog is a modified transcription of the virtual event that was hosted on June 12, 2020 and the opinions stated in the blog are those of Dr. Angelos Angelou.
- General
It’s prudent to reflect on the close relationship between presidential politics, policy changes, and your estate planning. The biggest opportunity for high-net-worth individuals is the ability to gift up to $11.4mm to another person free of transfer tax.
- General
Gary Valdez, Founder and President of Focus Strategies Investment Banking in Austin shares important questions business owners should ask when they prepare to sell their business. A proper exit strategy is key to a successful transition.
- General
I [Mike Sanders] liked the idea of coming to Venturi to help build a firm that I wanted to be a client of. I continue to view the firm through those eyes, collaborating with the team to serve our clients in the way that we ourselves would want to be served.
- General
I came to realize that if I wanted to serve clients with the care they deserved, I needed to pivot to the fiduciary model. Venturi Private Wealth was a good fit, allowing me to focus exclusively on the needs of my clients. I had always prided myself on being the type of Advisor who served my clients’ interests first. Venturi provided me with the formal structure to embody that commitment.
- Announcements
For nearly 20 years, Kyle has been helping investors construct and manage customized, multi-asset investment solutions that are tailored for unique goals and preferences. In addition, Kyle also brings product development and investment strategy expertise, as well as a wealth of information regarding global capital markets and evidence-based investing.
- General
With rates near zero or negative, Central Bankers’ tools are less effective. The public, wanting new solutions in the face of faltering monetary policies, will eventually elect leaders to enact “new” fiscal policies. One of the new policies being discussed, Modern Monetary Theory (MMT), is proposed as a panacea for jump starting segments of the economy. MMT involves the wholesale printing of money to satisfy government priorities and obligations.
- General
I’ve long believed that people should identify their unique abilities and focus on those strengths. Our clients do that well, which is often the reason behind their success. For me, wealth management is a good avenue for what I do well: helping people protect and preserve their asset base.
- General
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.
- General
The data reveals that deficits and debt do matter when it comes to economic growth. Current government debt is running at 175% relative to GDP levels. The chart indicates that when debt relative to GDP is this high, there is a negative impact on growth. Historically, at these levels, nominal GDP has risen at less than half the rate than when debt-to-GDP is low. The overall impact of high debt is stunted growth and subdued inflation.
- General
We live in an era where there is constantly a cause worth contributing to. The possibilities can be overwhelming. Many of us find ourselves conflicted on the why, where, and how to get more involved in philanthropy.
- General
In the first four years, we have grown our organization from 5 to 21 employees, opened a second office, tripled our client base, launched a private equity business, raised and donated over $250,000 for non-profits in our communities and become a leader in private wealth management in our region.
- General
Deciding how to give back is a very personal decision. Ultimately, you should support your community in a way that is important to you. Reflect on your purpose for giving and get started -- whether that means volunteering your time, taking a hands-on fundraising approach, or donating monetarily.
- Financial Planning, Retirement Planning, Wealth Management
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.
- Financial Planning
Succession planning can help you increase the odds of passing your business along to your loved ones, a challenge for many entrepreneurs. A solid plan for the future can help your employees stay more engaged and productive right now.
