BCG Companies.  Because Your Future is Built in the Present.

We create and actively manage comprehensive financial strategies for families, executives, and corporations, which include the following:

  • Multifaceted Estate and Business Continuity Plans
    • Maintaining the integrity of large estates, while satisfying tax obligations 
    • Creative intergenerational planning
    • Developing strategies for estate, gift and generation-skipping taxes
    • Assisting major stockholders of public companies in preserving family control
    • Designing executive benefit plans for large corporations
  • Custom Design/Planning Techniques
    • Buy-Sell Planning
    • Asset Leverage in Existing and New Trusts
    • Split-Dollar Life Insurance
    • Family Limited Partnerships
    • Key Person Insurance
    • Valuation Discounts
    • Charitable Planning
    • Generation-Skipping Trusts
  • Continual Performance Evaluation
    • Perform Comprehensive Due Diligence 
    • Evaluate Products and Companies
    • Maintain Stringent Guidelines to Test New Products
    • Examine Company Ratings
    • Conduct Fund Performance Reporting, by Engaging our Registered Investment Advisor (RIA) Division
    • Review Your Plan Periodically

Because every case is unique, we have never done the same thing twice.  Our business is about creating customized plans and implementing them for individual circumstances.  What is constant is our “team approach” to working with clients and their advisors to identify important opportunities while accomplishing goals and meeting objectives.  We place a premium on relationships, privacy, and the ongoing management of our clients’ assets.

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