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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


Charitable giving can play a role in your daily affairs, short- and long-term financial strategies and wealth transfer. AMG National Trust Bank can help executives create a sophisticated philanthropy plan. We examine lifetime tax consequences and estate-planning issues, as well as personal concerns and goals for giving, to determine the timing and method of donating most appropriate for your situation.

There are many gifting options available to you:

  • The AMG Charitable Gift Foundation is a donor-advised fund that makes philanthropy simple and cost effective.
  • A private foundation or endowment can create a permanent legacy of giving and allow you and your family to manage significant and diverse assets.
  • Direct donations may be a good choice for one-time gifts.
  • A charitable-remainder trust can help with estate taxes in many situations, while also providing for current financial needs.
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