Insights

Venturi Welcomes New Austin Team

Announcements  |   May 10, 2019  |  
Russ Norwood

We are proud to welcome Senior Lead Advisor Kent Mitchell, Lead Advisor Grant Kinchen and Associate Advisor Cole Edmiston to our Austin team from Merrill Lynch Wealth Management.  The Venturi team has grown to 21 members in just four years and manages $1.2 billion for successful families, private foundations and endowments. Venturi has been recognized […]

Why Investors Should Consider Investing in Private Equity

Asset Management  |   April 9, 2019  |  
Mike Sanders

Last year should serve as a stark reminder to investors of the havoc extreme volatility can wreak on a portfolio while illuminating the increasing challenge of achieving true diversification. As an aging bull market gives way to increasing headwinds, investors with substantial assets may be facing a prolonged period of lower growth and more uncertainty […]

7 Tips for Raising Wealthy Children to Be Financially and Socially Responsible

General  |   March 25, 2019  |  
Chris Creed

How do parents with substantial assets raise fiscally and socially responsible children – both older and younger? How do you talk to your children about the wealth they are likely to inherit? Many successful people with significant wealth don’t know how to talk to their children about money. Emotions and a willingness to involve your […]