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Business Owners

AMG National Trust Bank, uniquely structured to meet the personal and professional needs of business owners, helps you navigate the challenges of running a business while maintaining your personal financial security. Whether you need access to liquidity, treasury management services, qualified retirement plan administration, tax planning, investment management expertise, business succession planning or advice on how to handle a concentrated stock position, AMG National Trust Bank can customize a solution that meets your needs.

How can we help?
Call 800-999-2190 or email us

Fractional CFO Services

AMG National Trust Bank’s Fractional CFO group provides cost effective solutions that give you access to a talented finance team customized to fit the needs of your company.  Engaged as an integral part of your business leadership, AMG’s Fractional CFO team has the expertise to advise and execute for you at the operations level as well as the strategic level.

AMG’s technology acumen sets us apart from other companies as we have the ability to streamline processes and improve system integration. This gives you a clear look at the data you really need to make finance, investment and technology decisions.

Business owners work with AMG Fractional CFO to achieve the following results:

  • Receive relevant, actionable data for more informed and insightful decisions
  • Save time and money in financial transaction processing activities including AP, AR, invoicing and payroll
  • Optimize technology applications to streamline processes in order to maximize operating efficiencies

You can expect AMG’s team to deliver a solid foundation of accounting and controller functions, as well as data-driven recommendations and strategic advice that give you real information to make good decisions about the current management and future growth of your company.