Private Wealth Management
PERSONALIZED PLANNING STRATEGIES
Specialized financial plans that reflect the nuances of your personal and professional circumstances.DISCUSS YOUR SITUATION
- 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
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
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
- 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
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
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.
Centralized solutions under one roof, because your time matters most.
With no outside affiliations or commisions, our clients are the only obligation.
Fees that make sense
Simple and transparent fee-only planning model.
Answers, advice, and education on the topics affecting your wealth