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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

Wealth Management

Business Owners: Plan Your Financial Future

Exceptional opportunities and complex personal finances go hand-in-hand as a business owner. Your concentrated position in the business increases your need for investment diversification and skilled wealth-transfer planning. You need to be able to concentrate on your business’ success while also charting a course for your personal long-term financial security.

AMG National Trust Bank can help create a financial plan to maximize and diversify investment opportunities, control taxes, and protect the wealth you want to transfer. After all, the real value of financial advice is how it helps you build for the future.

Personal Financial Management (PFM) is integrated wealth management delivered by an advisor focused on your goals

PFM includes:
  • A financial-security analysis to identify short- and long-term liquidity needs and assess your financial security in the event of retirement, disability or death
  • Tax planning to help you find opportunities to build your net worth and use your wealth in a tax-efficient manner
  • Retirement planning to provide recommendations regarding pension, savings and deferred compensation plans
  • Independent investment advice and portfolio management, including development and implementation of a personalized strategic-investment plan and asset-allocation strategy
  • An estate-planning analysis to identify your wealth-transfer objectives and the most effective strategy to use in light of your personal financial security and family situation
  • An insurance review to help identify your life- and disability-insurance needs and your property- and personal-liability exposures

Wealth Management Services

Investment Management

Successful investment management requires scholarly understanding of future economic conditions, sophisticated risk management, stringent due diligence on investments and diverse asset allocation. Melding expert advice and customized strategies, AMG National Trust Bank works with you to build an investment plan that helps you achieve your specific financial goals.

Diversification and customization are the twin pillars of AMG National Trust Bank’s investment philosophy. You are unique, and constructing an intelligent mix of asset classes is important to maximizing returns relative to your tolerance for risk. Consequently, we don’t view the world through the limited lens of stocks, bonds and cash. We have a keener vision. Using a sophisticated and proprietary methodology, we analyze 21 different asset classes, carefully examining each class to assess the best opportunities for profit.

Our unique approach to asset allocation, thorough macroeconomic analysis and best-of-breed investments can help you take advantage of emerging opportunities and add value over less sophisticated investment management techniques.

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