Families. Every client is different. Every Plan is unique.

Taking client advocacy to a whole new level.

We work with affluent families and their advisors to design, implement and administer complex planning strategies to address their unique situations, promote philanthropic giving and to maximize the value passed to future generations.

The life insurance marketplace can be complex and intimidating. Our role, as insurance specialists and advisors, is to work with clients to educate them so they can make the right decisions for their familes to ensure they maintain their financial legacies.

The Services we provide to families include:

  • Industry Education
  • Income Needs Analysis
  • Wealth Transfer Strategies
  • Business Succession Planning
  • Charitable Planning

BCG Companies

The Turning Basin Building | 111 Virginia Street, Suite 401 | Richmond, VA 23219 (map)
804.648.0005 | 804.648.0035 (fax) | info@bcgco.com