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Entrepreneurs: Manage Your Financial Future

Extremely concentrated positions with entrepreneurial ventures can make you asset rich and cash-flow poor. Creating a plan to negotiate current and future financial demands in light of illiquid personal resources is challenging but necessary. Diversification is also a primary concern to help you limit personal exposure to business risk.

AMG National Trust Bank has spent the past thirty years answering questions about long-term financial security and providing financial counseling for successful entrepreneurs. Through a series of interviews, we outline your current and future income needs and your goals and objectives for your wealth. Our advisors also help you objectively review your personal financial risk in light of investments in your business. This analysis drives the plan to maximize and diversify investment opportunities, control taxes, and protect the wealth you want to transfer. After all, the real value in planning for financial security is the freedom it provides to pursue new ventures.


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