Family Governance

Governance of family entities and wealth should be professional and efficient. This can be challenging when a family member is leading the process. AMG National Trust Bank can take family dynamics out of the equation, ensuring your family’s financial affairs are managed efficiently and effectively for the benefit of all.

Governance provides a framework in which families can operate in a more business-like manner by clarifying expectations, roles and responsibilities. Take advantage of AMG National Trust Bank’s lengthy experience helping families better manage their wealth. Vastly different governance structures are available, and we can advise you on the benefits and pitfalls other families have experienced with them. Adopting the governance structure best suited to your family’s needs lays the groundwork for generations of sound financial decision-making.

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