AUSTIN, TX - December 04, 2023
Venturi Private Wealth is excited to announce it has partnered with Succession Advisors to launch a financial education initiative for next-generation family wealth inheritors.
Our inaugural course, titled The Financial Way of Thinking: Foundation Principles, aims to equip the heirs of wealthy families with the knowledge needed to carry on their family’s prosperity and legacy.
This course provides a comprehensive overview of the core principles that govern the financial realm and, more importantly, how to leverage them effectively.
Capitalism Explored: Understand the core mechanics of a capitalist economy by diving into traditional viewpoints and modern controversies.
Interdisciplinary Overview: Decode the similarities and differences between Accounting, Economics, and Finance and discover how they shape your financial perspective.
Money in Depth: Recognize the three dimensions of money – magnitude, timing, and risk.
Time Value Mechanics: Master the core calculations that are the backbone of financial decision-making.
Informed Investments: Learn the art and science of discerning between good and bad investments.
Financial Markets: Navigate the world of stocks and bonds, understand systematic risk, and draw lessons from historical market behaviors.
Sourcing Capital: Dive into the intricacies of private and public capital sources, including the ‘going public’ process.
Global Perspectives: Intro to the dynamics of exchange rates.
At Venturi, we understand that building and preserving lasting wealth requires more than just making sound investments. As a complement to our Family Office Services platform, this initiative strengthens our ability to help families navigate the intersection of multi-generational wealth ownership and stewardship.