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Corporate Executives: Plan an Effective Wealth Transfer

Professional success allows you to accumulate wealth and perhaps pass it on to future generations. The first step in planning an effective wealth transfer is determining what you can actually leave your heirs. Only then can you think about protecting your legacy.

AMG National Trust Bank guides executives through ever-changing tax laws and regulations, trust structures and gifting techniques. We help you articulate specific goals related to transferring your assets as well as your values. We understand your overall financial and investment goals and bring this understanding to your wealth-transfer planning. Working closely with your estate-planning attorney, we help you create a plan to transfer your wealth and your values to future generations.

Contact us to schedule a meeting to start planning your effective wealth transfer.

Investment products: Not FDIC insured • No bank guarantee • May lose value