Venturi Private Wealth’s Post

The family office landscape is evolving, and four key trends are driving this (r)evolution! In the first of a series, Simple Expert Sharon Schneider shares her insights on the cultural and generational shifts transforming wealth management: 1. Women controlling wealth 2. Shift to flexible giving 3. Disinterest in extreme wealth accumulation 4. The rise of integrated living Read more here: 👉 https://hubs.la/Q02RdXYK0 #FamilyOffice #WealthManagement #PrivateWealth #IntegratedLiving

I see four key trends shaping family offices of the future. I'm excited to continue sharing my thoughts at Simple, which aggregates software, insights and access to experts for family office executives globally. Check out my first post below, and let me know what I'm missing.

Her Wealth by Colony provides women with empowering financial resources and content that place a spotlight on the financial topics most relevant to them, while featuring The Colony Group professionals behind it all. Learn more about Her Wealth by Colony here https://lnkd.in/gj5QWsx. #herwealth #empoweringwomen #womeninwealth #womeninfinance #wealthmanagement #financialplanning #educationalresources

Building a successful life is an accomplishment, but have you considered how your legacy will unfold? Estate Planning empowers women to make informed decisions about their assets and ensure their wishes are carried out. At The Autonomy Group, we understand the unique challenges faced by high-achieving women. Our experienced team can help you: • Craft a Personalized Plan: Design an Estate Plan that reflects your values, goals, and philanthropic aspirations. • Protect Your Assets: Safeguard your wealth for future generations and minimize tax burdens. • Navigate Complexities: Whether you have a family business, special needs considerations, or blended families, we have the expertise to guide you. Take charge of your legacy and empower the future you envision! Contact The Autonomy Group today for a confidential consultation with Attorney Soraya. #TheAutonomyGroup #TAG #AttorneySoraya #NC #SC #EstatePlanning #LegacyPlanning #PeaceOfMind #EmpoweredLegacy #SecureYourFuture

The Fight for Equity Continues! The recent settlement against the Fearless Fund, which supports businesses led by women of color, is not a defeat—it’s a call to action! We must double down on our commitment to racial and gender equity. Programs like Fearless Fund and Magnolia Mother’s Trust are vital in challenging economic disparities. 💡 Less than 1% of venture capital goes to women of color, and Black women earn 64 cents for every white man’s dollar. Yet, we’ve seen the power of targeted support—Black mothers’ financial stress has been cut in half through guaranteed income programs. Funders, here’s how you can help: -Trust Black-led grassroots organizations. -Provide unrestricted funding. -Simplify reporting requirements. -Accept unsolicited proposals. -Do your homework & proactively support these changemakers. Let’s sustain this effort year-round, not just when it's trending. It’s time to stand with Black women and repair the harms of injustice. Together, we can create lasting change! 💪🏿✊🏿 This post is inspired by the article “In the Wake of DEI Attacks, Philanthropy Must Stand with Black Women” by Aisha Nyandoro, CEO of Springboard To Opportunities, published in Center for Effective Philanthropy . #EquityNow #SupportBlackWomen #FearlessFund #RacialJustice #GenderEquity #PhilanthropyForAll

Are women more generous than men? While men’s net worth is roughly double that of women, as women’s income increases, they’re more likely to give than men, according to the Indiana University Women’s Philanthropy Institute. In this article for the latest issue of Hollins magazine, we asked five Hollins graduates and philanthropy leader for their take on the trends, the industry, their career journey, and the impact women can have on the conversation when money talks. https://lnkd.in/d-qWMCE8

#AsktheWPG: What has surprised you most about the impact women can have?✨   We asked Women’s Philanthropy Group members Kate and Ali to tell us why they fund ambitious programs that support women as they take control of their farms, families, and futures.   One idea stood out in every answer: on the path to a thriving future, women lead the way. 💪 Learn more: https://lnkd.in/gP6shbk4

The women’s wealth gap has been largely overlooked in income-focused discussions of women’s economic security. The gender wealth gap—exacerbated by a deeper racial wealth gap—goes far beyond wage inequality and is compounded by imbalances in our tax code, employer-based benefits structures, the Social Security system, as well as market-based products and services. This week for Women's History Month, explore how philanthropy has the opportunity to influence and develop individual, community, and structural interventions by investing in the single women who function as the financial backbone of their families and neighborhoods in the brief, On Shaky Ground: Stabilizing the Financial Security of Single Women. Access the brief: https://loom.ly/6K7XRvc DALLAS WOMEN'S FOUNDATION AARP Chicago Foundation for Women #womenswealthgap #racalwealthgap #philanthropy #grantmakers

Her Wealth by Colony provides women with empowering financial resources and content that place a spotlight on the financial topics most relevant to them, while featuring The Colony Group professionals behind it all. Learn more about Her Wealth by Colony here https://lnkd.in/gj5QWsx. #herwealth #empoweringwomen #womeninwealth #womeninfinance #womenshistorymonth #womensmonth #wealthmanagement #financialplanning #educationalresources

Here at Ellevest, we’re thinking a lot about what the “Feminization of Wealth” can mean. And honestly, it’s pretty great stuff. What is the “Feminization of Wealth,” you may be asking? It’s a term we coined to describe a world in which women have more money. And this world isn’t just a daydream. It’s a world we’ll likely usher in because of a handful of pretty powerful mega-trends in motion right now. The outcome of more money in the hands of women over the next few decades? The financial confidence to leave a bad marriage. Quit a dead-end job. Spend more on her kids. Buy the f***ing latte. Donate to causes and candidates that support women and girls. Invest for positive impact. It’s a world we’re set on seeing soon. Read what CEO Sallie Krawcheck is saying about what the “Feminization of Wealth” might look like: