Virginia Asset Management is a comprehensive financial advisory firm headquartered in Richmond, Virginia. Since 1986, we have provided individuals, particularly business owners, with strategies that create independence. Whether a business, a family, or an institution, the decisions you make with your cash will be the critical factor in determining your economic strength, flexibility, and sustainability over time.
Seems simple enough. Yet, the disparity in outcomes can be enormous. As a financial advisory firm, we recognize the potential impact our advice will have on the businesses, families, and institutions that we serve. It is a responsibility that is critically important and it drives our decision making.
Seems simple enough. Yet, the disparity in outcomes can be enormous. As a financial advisory firm, we recognize the potential impact our advice will have on the businesses, families, and institutions that we serve. It is a responsibility that is critically important and it drives our decision making.
Services
Within that Strategy, we believe each individual, corporation, trust, or foundation will have uniquely different objectives and thus will warrant a personalized and custom investment policy. Costs matter - they can have a huge impact on investor returns and will be constantly factored. We recommend long term, patient investment strategies - your timeframe is your advantage as a private investor.
Direct how you want your assets transferred, both while you're alive and after you're gone. Trusts help give you control over how your assets will be passed on. They also help keep assets out of probate, protecting your privacy and streamlining wealth transfer. Financial control of family assets. Defining how your assets pass on decreases the potential for family conflict and problems.
As a private business owner, corporate & personal financial planning are interconnected. Your advisory team needs to have expertise on both sides. Providing integrated financial planning advice to the owners of closely-held corporations is our goal. Understanding what the value of your business is to a third party is valuable information whether you plan to sell or not.
Begin with the exit in mind. Whether you plan on running your company for the next 30-years or whether you have a clear exit date in mind, understanding your potential liquidity options is invaluable information and will help drive effective decision making. Do you know what it would take to be financially independent outside of your company?
Risk Management is part of corporate financial strategy. Whether funding a buy-sell agreement, protecting against the loss of a key executive or owner, or funding a wealth replacement trust for tax & estate planning reasons, we will work with your tax & legal advisors to ensure the correct structure and planning.
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