NEWS
Venturi Launches Estate Planning Education Initiative for the Next Generation
AUSTIN, TX – November 11, 2024 At Venturi, our commitment to empowering families for...
Read MoreTalia Vandervelden
NEWS
NEWS
Venturi Named to Forbes Top RIA Firms List (2024)
AUSTIN, TX – October 9, 2024 Venturi is delighted to announce its inclusion in Forbes’...
Read More
PHILANTHROPY
Charitable Lead Trusts: Tax-Smart Giving and Wealth Transfer
What is a Charitable Lead Trust? A Charitable Lead Trust (CLT) is a type of...
Read More
BUSINESS OWNERS
Family Business Succession: More Than Meets The Eye
When the time comes to pass the torch to the next generation, many families mistakenly...
Read More
WEALTH EDUCATION
How Does the Generation-Skipping Tax Work?
Understanding the Generation-Skipping Transfer Tax (GSTT) Navigating the intricacies of estate planning, you may come...
Read More
ESTATE PLANNING
The Essential Guide to Estate Planning for Wealthy Families
Why Does My Family Need an Estate Plan? Navigating the intricate web of asset management,...
Read More
ESTATE PLANNING
How to Hire an Estate Attorney: A Guide for Wealthy Families
Hiring an Estate Attorney for Your Family Navigating the labyrinth of estate planning and tax...
Read More
WEALTH EDUCATION
Next-Gen Stewardship Part 1: The Challenge of Affluence
A Story… The patriarch is married with three adult children in their 20s and 30s....
Read More
WEALTH EDUCATION
Annual Exclusion Gifts
What is the Annual Gift Tax Exclusion? The annual gift tax exclusion (typically called the...
Read More