Insights

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 […]

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 […]