Insights

4 Ways to Plan for a Liquidity Event

Financial Planning  |   November 13, 2018  |  
Russ Norwood

Most successful business owners like you reach a critical juncture where you need to plan for the transitioning of your wealth from your business to a personal investment strategy to ensure its continued growth and preservation. Selling your business is the culmination of years of hard work and sacrifice. It should not be met with […]

Venturi Welcomes Senior Lead Advisor, Chris Creed

Announcements  |   November 2, 2018  |  
Michael Catanese

Venturi is proud to announce that Chris Creed has joined our team as a Senior Lead Advisor. Chris partners with new clients to organize, plan, and manage all aspects of their family’s financial life. As a Certified Financial Planner® professional, Chris creates customized wealth planning strategies unique to highly affluent clients. Having twenty-four years of […]

Conversations Clients Want The Most, Part 2 – Estate Planning

Financial Planning  |   September 25, 2018  |  
Ryan Halls

Situation: Estate Planning in the New Tax Environment One of the most valuable financial planning topics for high net worth individuals is estate planning. Establishing an estate plan can significantly preserve wealth, improve flexibility, and maintain control over what you leave to your heirs and to charity. With Congress passing the Tax Cuts and Jobs […]