Insights

Venturi Welcomes Senior Client Associate, Susan Liang

Announcements  |   March 5, 2019  |  
Michael Catanese

Venturi is proud to announce that Susan Liang has joined our team as a Senior Client Associate. Susan assists clients with the onboarding process ensuring that the client’s experience is a seamless transition. Previously, Susan worked as a Client Service Associate at Hudson City Savings Bank and more recently, served as a Team Lead in […]

How to Plan for the Intentional Use of Wealth

Asset Management, Trends, Wealth Management  |   January 24, 2019  |  
Mike Sanders

For many families, the true value of money is in the shared value it can create for society by leveraging their gifts to leave the world a better place. Families of wealth can successfully maximize their financial capital across multiple generations along with the critical human and intellectual capital that will define the family, its […]

Cybersecurity and Privacy: Practical Tips for People with Substantial Wealth

General, Wealth Management  |   January 23, 2019  |  
Mike Sanders

Sadly, for many of the nine out of ten families who fail to solidify their legacies, both their financial capital and human capital is often depleted within just two generations. Who are We Really Dealing with Here? Contrary to conventional wisdom, the two-bit criminal doesn’t target the rich, preferring instead the low-hanging fruit of the […]