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.


 

OUR EXPERTS ENSURE YOU'RE ON THE RIGHT COURSE.

  • Analysis of existing structure and policies
  • Guidance to enact or update necessary policies
  • Shared experience with similar organizations