As a corporate executive, much of your net worth can be tied up in concentrated corporate stock positions. Our advisors are skilled at navigating the trade-offs associated with diversifying away from large, low basis stock positions. Moreover, our investment expertise allows for an intelligent reinvestment of proceeds into a well-diversified portfolio designed to maximize investment opportunities.
Since 1976, AMG National Trust Bank has provided corporate financial counseling to successful executives. AMG advisors consider your entire financial picture in order to manage short- and long-term financial security. We can help you diversify your investment portfolio today by constructing customized investment plans that manage around concentrated stock positions. We can also direct and implement the management of your portfolio, help plan philanthropic ventures to provide maximum benefit and even do your taxes.
Let us help you create a plan to transition to retirement (or another path of your choosing) confident in your long-term financial security.
Whether you're just beginning a successful career or trying to determine how best to transfer the wealth you have created, AMG National Trust Bank provides expert service and guidance tailored to your stage in life. We can help executives build financial security by:
- Developing short- and long-term financial strategies aimed at taking the greatest advantage of corporate compensation plans, such as stock options and deferred compensation. This includes answering questions about timing benefit elections.
- Building diverse investment portfolios that account for concentrated stock positions and minimize personal exposure to corporate risk.
- Examining different wealth-preservation techniques and helping implement trusts, foundations and similar instruments.
- Reviewing estate plans in light of overall financial plans and recommending adjustments when appropriate.