Venturi Private Wealth was recognized by Austin Business Journal as one of the fastest-growing companies in the region based on revenue growth between 2017-2019.
Venturi was recognized by Financial Times as a 2020 FT 300 Top Independent Advisory Firm on July 31st. This is the fourth year in a row that our firm has been recognized.
Saving for your kids or grandkids college education is a common goal for many families. Many folks have heard of the 529 College Savings Plan and the basic tax advantages that these plans provide. Often times these plans can play a larger role in the overall estate plan of a family. Let’s take a look at some of these added benefits that aren’t always apparent when we think about 529 plans
While 2020 brought the shutdown and speculations of an upcoming baby boom, in reality it caused many couples to rethink their respective futures. As a result, we’ve seen one of the most alarming upticks of filings for divorce in modern day history. Take it from someone who has found herself completely distraught from the incomprehensible demoralization of being a “divorcée”, none of us go to the alter thinking that this might end up in complete disaster.
Chris Schelling is the Director of Alternative Investments for Venturi Wealth Management. Chris is focused on sourcing, performing due diligence, and building portfolios of alternative investments for clients. As an institutional investor, Chris has invested roughly $5 billion and met with over 3,000 managers across hedge funds, real assets, private credit, and private equity in his career.