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Family Office Services and Business Consulting, with a Personal Touch
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Venitage: Your Home for Family Office and Business Consulting Services
Venitage, LLC: A Custom Partner:
Venitage, LLC is a Twin Cities-based multi-family office that assists families in defining and achieving their long-term life and financial goals. We focus on what is important to you, defined by you. We customize our relationship with you based on your family's unique goals. We work closely with your existing wealth, banking, legal, accounting and tax advisors or where you do not have an advisor in place for a specific need, we can introduce you to quality options. We take on or extend services as you want us to. Venitage allows you to use your wealth to make your life less complicated and more successful.
Venitage: An Experienced Partner
The Venitage professionals have decades of business experience and have built and maintained trusting relationships with clients across a wide range of financial, legal and personal matters. Co-Founder John Crumrine has led three well-known family offices and has an extensive background in senior financial management, investment banking, business valuation and the practice of law. Co-Founder Tim Naumann has extensive family office experience as well and has focused on advising businesses and their owners to align business outcomes to ownership goals by providing a customized plan and the resources needed to create desired change. Tim and John collectively have over thirty years of leadership experience in significant single-family offices, serving high net worth clients in a wide variety of capacities. Through Venitage, John and Tim make their skills and experience available to a wider audience of clients who choose to join a multi-family office, incubate their own independent family office over time with the assistance of Venitage or seek consulting services to help them build value
in their business and optimize price in a possible sale of the business.
Venitage, LLC : An Open Architecture Partner
In appropriate circumstances -- and with the full participation and consent of our client -- Venitage will engage third party technical experts, such as accountants, risk management professionals or attorneys to assist in meeting the needs of our client. Venitage is committed to provide best-of-breed services through an open architecture model, which insures that we can act in the best interest of each client by recommending the solution best suited to that client -- even if it does not include our own services. We leverage our capabilities with the capabilities of outside professional advisors, along with industry-leading tools and technologies, to get the job done while allowing clients to focus on what matters most to them.
Venitage, LLC: Family Office Services
Every family's needs are different. Since Venitage seeks only to meet relevant needs -- rather than sell products -- our service offering mirror's each client's special circumstances and can include many services not mentioned here.
- Family Governance -- Helping establish a family council; managing regular family meetings
- Family Education -- Instructing and mentoring younger family members
- Family Continuity -- Providing a backup in the event of incapacity or death of a key family leader
- Family Trust Administration -- Conducting trustee meetings; preparing agendas and trust financial reports
- Estate Administration -- Helping the family deal with complexities, including gift and estate tax preparation
- Intergenerational Wealth Transfer Planning
- Sourcing and Evaluating Unique Investment Opportunities, Especially Private Investments
- Advice and Oversight of Investment Portfolios
- Philanthropy -- Helping the family articulate its philanthropy objectives; helping establish and administer a family foundation, including research on potential grant recipients and post-grant follow-up.
- Financial Reporting -- Aggregation and analysis of investment holdings, cash flow budgeting and reporting
- Risk Management -- Review of insurance coverages and assessment of relevant risks including personal security
- Miscellaneous Lifestyle Services -- including managing personal real estate, helping negotiate and manage bank credit facilities, sourcing optimal medical care and health insurance, and bill paying, to name a few.
Venitage Business Consulting: A Custom Partner
Venitage Business Consulting is a Twin Cities-based firm firm that helps business owners create and realize value within their most valuable asset, their business. We partner with our clients to transform their company in ways that matter most for them. We provide a custom framework and process to discern the best path forward, bring forward the resources for needed change, and work with you to get the plan put into action. We also collaborate with you as and when adjustments are needed to help your business thrive in an ever changing world.
Venitage Business Consulting: Services
Many business owners have experienced significant change in their business and are assessing their next steps. VBC provides the following to prepare you to make the most of things...even in unusual circumstances.
- Assess Opportunities and Challenges -- The first step is to assess the business and create a plan to do one of the following...
- Build Ongoing Value -- When the best course of action is to continue to build the business, we create and implement a plan with you to best take advantage of the market and the advantages and abilities of your business.
- Prepare for Sale -- When the decision is to sell the business, we work to create and implement a plan to optimize the sale price. The focus is to make changes within the business to increase value immediately and identify opportunities for the new owner that require more resources or time than you are prepared to give.
Venitage: Getting Started
Please contact us today to schedule a meeting to discuss how we can help you to meet your goals.
Please give us a call or send us an email to arrange a meeting:
John Crumrine (952) 250-3197 jcrumrine@venitage.com
Tim Naumann (612) 616-3610 tnaumann@venitage.com
Disclousures:
Important Disclaimers
Venitage, LLC ("Venitage") is a Registered Investment Advisor("RIA"), located in the State of Minnesota. Venitage provides investment advisory and related services for clients nationally. Venitage will maintain all applicable registration and licenses required by the various states in which Venitage conducts business, as applicable. Venitage renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Terms of Use
Please read these terms and conditions of use ("Terms") carefully before using the website located at http://venitage.com ("Website") or any of the information or services provided by Venitage, LLC (collectively "Venitage", "we", "our", "us") in connection with the Website. By using the Website, you acknowledge that you have read and understand these Terms and and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Venitage in connection with the Website and should promptly terminate all use thereof. The terms "you" and "your" mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download a copy of these terms for your records.
Venitage reserves the right to change, modify add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on December 2, 2018
Risk Disclosure
Different types of investments involve varying degrees of risk. Therefore it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the performance of the underlying investments.
This website is intended to provide general information about Venitage and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy and our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Venitage does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it is remains your responsibility to advise Venitage, in writing, if there are any changes in your personal / financial
situation or investment objectives for the purpose of reviewing / evaluating / revising our previous recommendations and / or services,
Venitage will provide all prospective clients with a copy of our current form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may contact us at jcrumrine@venitage.com to request a free copy via .pdf or a hard copy.
Email Disclosures
Venitage often communicates with its clients and prospective clients through electronic mail ("email") and other electronic means. Your privacy and security are very important to us. Venitage makes every effort to insure that email communications do not contain sensitive information. We remind our clients and others not to send Venitage private information over email. If you have sensitive data to deliver, we can provide a secure means for such delivery.
Please note: Venitage does not accept trading or money movement instructions via email.
As a registered investment advisor, Venitage emails may be subject to inspection by the Chief Compliance Officer ("CCO") of Venitage or the securities regulators.
If you have received an email from Venitage in error, we ask that you promptly contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please contact is at jcrumrine@venitage.com.
Social Websites
Venitage may utilize third-party websites, including social media websites, blogs and other interactive content. Venitage considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Venitage generally retains copies of information that Venitage or third parties may contribute to such sites. The information is subject to review and inspection by the CCO of Venitage or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice or a recommendation of any investment product. Advice may only be provided by Venitage's advisory persons after the client has entered into an advisory agreement and provided Venitage with all requested background and account information.
If you have any questions regarding our policies, please contact us as noted above.
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