Private Wealth Management

PERSONALIZED PLANNING STRATEGIES

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

Founders & Business Owners
CEOs & Corporate Executives
Generational Wealth Planning
Equity Compensation Recipients
Pre-and-Post Liquidity Planning

STREAMLINE YOUR WEALTH

Comprehensive solutions to save you time and simplify how your wealth is managed

GOALS-BASED PLANNING

Establish a clear framework for making financial decisions and monitor your progress over time. Our approach starts with a thorough understanding of your goals and incorporates the optimal investment, tax, and financial planning strategies to help you reach those goals.

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

LIQUIDITY EVENT PLANNING

Preserve the proceeds from the sale of your business or major asset and create a multi-generational impact on your family. Advisors at Venturi possess the expertise and industry accreditation to help you properly plan for your upcoming liquidity event.

Selling Your Business
Initial Public Offerings (IPO)
Merger and Acquisitions
Inheritance

TAX STRATEGY & PLANNING

Excessive and/or preventable tax situations can meaningfully detract from your long-term wealth. To help you avoid costly tax mistakes and minimize your tax exposure, we provide streamlined tax strategy and planning across the entirety of your financial plan.

Liquidity Events

Sale of your business (pre and post-transaction)
IPO, acquisitions, mergers
Inheritance

Tax review and projections
Wealth transfer and charitable giving
Investment tax-loss harvesting
Policy changes

TRUST, ESTATE & CHARITABLE GIVING

Estate planning strategies built on actionable wealth transfer advice and a clear understanding of its impact. We coordinate with your legal counsel to review and implement your estate plan and advise on the optimal charitable giving strategy for you and your family.

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

PUBLIC & PRIVATE INVESTMENTS

Reach your investment and lifestyle goals with sophisticated investment solutions and active approach to managing allocation and risk.

Public Investments

Tax-efficient investments
Passive and active strategies
Cost-efficient strategies

Private Investments

Higher return potential
Direct, co-invest, and secondary investments
Liquidity premium opportunities

INSURANCE PLANNING

Safeguard your assets and manage risk with in-house insurance consulting. We offer comprehensive insurance guidance across all aspects of your life so you can be confident in your risk management plan.

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

FAMILY GOVERNANCE

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

Legacy Planning
Wealth Transfer Strategies
Family Coaching Services

EQUITY COMPENSATION PLANNING

Maximize the long-term wealth accumulation of your equity benefits. Our advisors provide expert advice and planning to help you capture more value from your equity compensation while managing concentration risk.

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

YOUR OBJECTIVES. YOUR PORTFOLIO

Unique approach to asset allocation designed around your risk and return preferences

What you can expect

Your Interests Come First

As a fiduciary, your best interests always come first.

Simplified Process

Centralized solutions under one roof, because your time matters most.

Objective Advice

With no outside affiliations or commisions, our clients are the only obligation.

Fees that make sense

Simple and transparent fee-only planning model.

LATEST INSIGHTS

Answers, advice, and education on the topics affecting your wealth

PRIVATE WEALTH MANAGEMENT

“When you choose us, you choose all of us.”

ALEX CLENDENNEN,
WEALTH STRATEGIST