Tag: legacy

Five Conversations Clients Want The Most, Part 1 – Strategic Philanthropy

General  |   August 24, 2018  |  
Ryan Halls

Situation: Purposeful Giving Many high net worth investors and business owners are searching for purposeful, strategic ways to give back but can’t seem to find the time or the right organization matching their objectives. What are the right causes to support?  The possibilities can be overwhelming. Many of us find ourselves conflicted on the why, […]

What Are Five Important Questions You Should Answer for a Successful Business Succession?

Financial Planning  |   May 21, 2018  |  
Mike Sanders

It’s hard for most entrepreneurs to imagine life without the company they’ve founded, the product of years, even decades of hard work and sacrifice. Yet today, when more than half of small business owners are over the age of 50, according to a new study by Babson College, it’s more important than ever to have […]

Venturi Hosts Inaugural Women’s Conference Featuring Author Kristen Heaney

Announcements  |   April 10, 2018  |  
Michael Catanese

Venturi Wealth Management hosted the first ever Venturi Women’s Conference sponsored by Fidelity Investments featuring Kristen Heaney, author of In Three Generations: A Story About Family, Wealth, And Beating The Odds. The lunch event was held at Venturi’s office on March 27th, 2018. Those in attendance participated in a lively discussion on navigating the blessings and […]