Insights

Timely Wealth Transfer and Estate Planning Strategies

General  |   July 1, 2020  |  
Venturi Private Wealth

Katherine Akinc (Brink Bennett Golden LLP) joined Russ Norwood and Alex Clendennen of Venturi Private Wealth and discussed timely estate planning opportunities in 2020. This blog on timely wealth transfer and estate planning strategies is a modified transcription of the virtual event that was hosted on May 21, 2020.  Ahead of the 2016 election many […]

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 […]