Wealth Management

PERSONALIZED PLANNING

Specialized financial planning and advice that reflect the nuances of your personal and professional circumstances.

Founders & Business Owners

CEOs & Corporate Executives

Ultra-High-Net-Worth Families

STREAMLINE YOUR WEALTH

Comprehensive wealth and investment management solutions to meet all your needs.

FINANCIAL PLANNING

Establish a clear, goals-based framework for making financial decisions and monitor your progress over time.

Establish goals and priorities
Analyze cash-flow needs
Determine timeline
Recommend Investment Structure
Monitor progress

INVESTMENT MANAGEMENT

Custom investment portfolios built around your specific goals and objectives, along with exclusive access to Venturi's diverse platform of alternative investments.

Public and private investment strategies
Passive and active strategies
Tax-efficient investments
Direct, co-invest, and secondary opportunities
Simple and transparent fees

SIGNIFICANT WEALTH EVENTS

Expert advice and strategies to help you preserve, grow, and transfer the proceeds of your liquidity event in a tax-efficient manner.

Business Sale
Initial Public Offerings (IPO)
Merger and Acquisitions
Inheritance

TAX PLANNING & STRATEGY

Minimize your tax exposure with holistic planning and sophisticated tax reduction strategies specific to your circumstances.

Tax Review and Projections
Tax-Efficient Wealth Transfer
Charitable Giving Strategies
Business Sale Capital Gains Strategies
Significant Wealth Events (IPO, M&A, Inheritance)
Investment Tax-Loss Harvesting
Changes in Tax Policy

ESTATE PLANNING & CHARITABLE GIVING

Trust and estate planning, along with charitable gifting strategies, built on actionable advice and a clear understanding of its impact.

Estate Plan Review
Estate Tax Planning
Life-changing Events
Donor-Advised Funds
Private Foundations

INSURANCE PLANNING

Safeguard your assets and protect against risk with in-house insurance consulting and risk management planning.

Review of Existing Policies
Gap Analysis & Recommendations
Life Insurance (term and whole)
Health Insurance
Directors & Officers

FAMILY GOVERNANCE

Prepare your next generation for the future wealth they will inherit and the responsibilities that come with it.

Legacy Planning
Wealth Transfer Strategies
Family Coaching Services

EQUITY COMPENSATION

Maximize the value of your company stock and protect against concentration risk with expert advice and customized planning tailored to your circumstances.

Equity Compensation Plan Review
Tax Optimization Strategies
Charitable Giving Strategies
83(B) Elections
10b5-1 Plans

We design and implement tailored investment portfolios to reflect your goals, risk and return preferences, and liquidity needs.

Lifestyle & Cashflow Preservation

Total-Return Portfolio: Aims to deliver consistent, tax-free income.

Cash-Flow Oriented Portfolio: Designed to supplement declining fixed-income proceeds.

Active Management of Allocation & Risk

Allocation and risk management strategy designed to navigate market conditions.

Wealth Enhancement

Rules-based portfolios driven by fundamental research and factor-based analysis.

Exclusive access to private investments with greater wealth accumulation potential.

What You Can Expect

Your Interests Come First

As a fiduciary, we are obligated to working in your best interests.

Advice You Can Trust

With no outside affiliations or commissions, you can be confident in the advice you receive.

A Simplified Approach

Centralized solutions, a dedicated client service team, and integrated reporting. Because your time matters.

Fees That Make Sense

Simple, transparent, fee-only planning model.

RELATED INSIGHTS
Answers, advice, and education on the latest topics affecting your wealth.

ESTATE PLANNING

A better wealth management experience

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