Tag: philanthropy

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, […]

How Do Families Benefit from Charitable Giving?

General  |   May 24, 2018  |  
Mike Sanders

For most wealthy individuals, the legacy they leave to loved ones is more than stocks and bonds, but rather a collection of deeply held beliefs and values that shape their world view. Transferring these values to the next generation is an important part of family wealth planning, and charitable giving can be a critical tool […]

Why Do We Give Back?

Announcements  |   April 20, 2018  |  
Russ Norwood

Inaugural Venturi Charity Shoot Raises Over $40,000 for Austin Veterans Venturi Wealth Management was proud to host the inaugural Venturi Charity Shoot benefitting Honor Flight Austin sponsored by TriState Capital Bank on April 4th, 2018. It is our privilege to announce that the event raised over $40,000 for Honor Flight Austin, an organization that has […]