Families.

We work with ultra affluent families to design and implement complex planning strategies that address estate taxes and promote philanthropic giving.

We are committed to working with our clients to help them determine their long-term personal financial goals.  In addition, we work with our clients in structuring their estate assets to minimize tax liabilities and maximize value passed on to future generations.  Our professional team works with clients’ other advisors, such as attorneys and accountants, to develop a plan of action and legal documentation; we coordinate with insurance contracts to ensure a sound, workable plan; and we also periodically review plans to be absolutely certain they continue to accomplish long-term objectives. 

Many families have seen over half the family assets confiscated by federal and state inheritance tax.  Banking relationships have become severely strained and real estate is often sold at below market prices in order to finance these estate taxes.  Our goal is to assure our clients that all prudent steps have been taken to reduce tax liabilities and to create the most effective means to finance whatever tax liabilities remain.

BCG Companies Headquarters

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