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Corporate Executives: Plan with Financial Counseling

Whether you’re just beginning a successful career or trying to determine how best to transfer the wealth you have created, AMG National Trust Bank provides expert service and guidance tailored to your stage in life. We can help executives build financial security by:

  • Developing short- and long-term financial strategies aimed at taking the greatest advantage of corporate compensation plans, such as stock options and deferred compensation. This includes answering questions about timing benefit elections.
  • Building diverse investment portfolios that account for concentrated stock positions and minimize personal exposure to corporate risk.
  • Examining different wealth-preservation techniques and helping implement trusts, foundations and similar instruments.
  • Reviewing estate plans in light of overall financial plans and recommending adjustments when appropriate.

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