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.
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.