Family Office Services
Managing family wealth requires customized solutions from advisors experienced in the complexities and opportunities created by such wealth. Because your financial needs are as complex and diverse as the people within your family, we offer a multi-disciplinary, team-based approach to serving your family’s unique goals. Our experienced family-office service teams work closely with you to completely understand your family’s goals, objectives and financial situation. We provide intelligent, intergenerational financial solutions, helping you navigate important decisions and avoid common pitfalls. With complete and customized solutions, AMG National Trust Bank helps families seize financial opportunities, control taxes, and preserve, build and transfer wealth.