Family Wealth Education

Transferring wealth successfully involves more than just passing down assets; it requires an education and an understanding of the responsibilities that come with wealth. That’s why Venturi provides customized educational programs to prepare rising generations for family wealth stewardship.

Our aim is to empower your heirs with the vital knowledge and skills necessary to manage and preserve your family’s financial legacy wisely and responsibly. We develop tailored education workshops and offer interactive financial and wealth literacy courses to help bridge the knowledge gap, so you can be confident that your heirs are not only capable of managing their inherited wealth but also equipped to sustain it for future generations.

Virtual Live Classroom Courses:

• The Financial Way of Thinking: Foundational Principles
• Introduction to Estate Planning and Post-Death Administration of Wills & Trusts