Celebrities and Wealth Series: Q&A with NFLer Arik Armstead

The Jaguars defensive lineman would "rather live like a prince forever than live like a king for a little bit."

Widow of San Diego Padres Owner Alleges Foul Play

The team is at the center of an ownership dispute.

Pros and Cons of Using a Personal Property Memorandum

It can provide flexibility, but clients should be aware of the risks.

IRS Issues Final Regs on Tax of Transfers from Covered Expatriates to U.S. Residents

Crucial clarifications provided that will impact covered gifts and bequests.

Life Insurance: A Path Forward in the Advanced Markets in 2025

Estate tax uncertainty may call for a more holistic approach.

Learn How Clients Can Donate Unneeded Life Insurance

Different ways a client can donate life insurance.

Venturi Wealth's Organic Growth Strategy

Prioritizing client relationships and long-term sustainability.

Offshore Asset Protection Strategies Amid Corporate Transparency Act Uncertainty

The recent turbulence surrounding the Corporate Transparency Act requires careful investment into financial stability to ensure companies remain compliant and…

Ukraine's Rare Metals Offer Rare Opportunities

“Wait until after the war, and the best opportunities will be gone.”

Cultivating Talent and Driving Organic & Inorganic Growth

Investing in employee development and mentorship.