Governance & Policy Guidance

Benefit from our regulatory expertise

We'll align your existing governance structure and related policies with your organization's current reality and future plans. As part of our services, we support you in developing or updating your investment, spending and gift acceptance policy. Relative to your board's fiduciary responsibilities, we provide information on Virginia’s Uniform Prudent Management of Institutional Funds Act and other relevant regulatory and statutory requirements. To assist your board with strategy and decision making, Wealth Management will share best practices and trends from our network of like organizations.



  • Analysis of existing structure and policies
  • Guidance to enact or update necessary policies
  • Shared experience with similar organizations
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.