Private Wealth Management

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

Minimize your tax exposure with streamlined tax planning and advice across every stage of your financial plan. Our proactive focus on tax extends into your investment portfolio, where tax minimization strategies are a key component of our investment approach.

• Tax Review and Projections
• Wealth Transfer
• Charitable Giving
• Sale of Business
• Other Liquidity Events (IPO, M&A, Inheritance)
• Investment Tax-Loss Harvesting
• Changes in Tax Policy

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

Helping you reach your financial 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 the help of 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