Partner with AMG to Grow Your Practice

Strategic Growth Opportunities

AMG is a well-capitalized and independent organization looking to grow strategically with potential partners that share the same client focus and values.

We encourage you to contact us if you’re looking for opportunities to provide more holistic and comprehensive financial solutions to better serve your clients while also achieving your firm’s future objectives.

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Why Partner with AMG?

 Extend Your Reach to Serve Clients Anywhere in the U.S.

With AMG, you will be part of a well-capitalized national firm that offers nationwide, fee-only fiduciary services.

Expand Services to Minimize Friction and Grow Client Relationships

AMG’s integrated, comprehensive services platform enables you to offer many services of interest to high-net-worth individuals, corporate executives, small-to-middle market businesses, and institutions. You can provide a broader range of services and increase revenues, all while your clients benefit from better coordination of tax preparation, trust administration, charitable giving through a donor-advised fund, access to private capital, and banking services such as ILOCs (Investment Portfolio Secured Lines of Credit).

 Focus More on Client Relationships

Return to your roots in providing best-in-class service to your clients by having the support of AMG’s legal and compliance, finance, account administration, human resources, payroll, technology, marketing, and investment manager selection and monitoring teams.

Collaborate to Stay at the Forefront

Take advantage of AMG’s weekly calls featuring members of our investment and economic teams and senior practice leaders, periodic continuing education and certification courses, and marketing and events for client retention and new business development.

Plan for Your Future—and Your Clients’

Talk with us. We are interested in merging with like-minded practices and exploring ways to promote our mutual success.