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Family Office Services

GUIDING YOUR FAMILY'S WEALTH JOURNEY

Venturi’s Multi-Family Office helps identify and unify your family’s needs, goals, and values to create a comprehensive wealth management plan that can be passed down for generations.

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COMPREHENSIVE FAMILY OFFICE SERVICES​

CFO SERVICES

Solutions to streamline and simplify your finances.

FINANCIAL REPORTING
& TAX COORDINATION

Accounting, reporting, and forecasting across your family balance sheet.

PERSONAL ASSET MANAGEMENT

Property management support and private aviation advisory.

ESTATE PLANNING
& WEALTH STRATEGY

Custom roadmap for advanced wealth planning.

FAMILY CULTURE
& GOVERNANCE

Family meeting facilitation, formal family charters, policies, and procedures.

FAMILY WEALTH EDUCATION

Preparing your next generation for the responsibilities of wealth.

CREDIT & LENDING

Dedicated credit support, advisory, and administration.

CYBER & TECHNOLOGY

Store and safeguard your most important information.

INSURANCE

Personalized guidance to help you identify and address your needs.

A FOUNDATION FOR THE FUTURE

Our Family Office advisors works closely with your family to understand its goals and develop a customized plan that aligns with your values and vision for the future.

MEET WITH OUR TEAM
multi-family office Venturi Private Wealth
Sisi Provost - Director of Family Office Services and Education
Sisi Provost - Director of Family Office Services & Education​

A true Family Office invests in the infrastructure and resources needed to provide ultra-high-net-worth families a 360-degree understanding of the complex needs that come with generational wealth.

EXPERIENCED FAMILY WEALTH ADVISORS

Our in-house Family Office team has extensive expertise advising UHNW and multi-generational families on the uniquely complex challenges they face.

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FAMILY OFFICE INSIGHTS

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