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Corporate Executives

As a corporate executive, your career offers financial opportunities created by you and your company's success. AMG's Executive Financial Counseling service helps you capture these opportunities and turn them in to future financial security and oftentimes wealth-building experiences.

Since 1976, AMG National Trust Bank has provided fee-only corporate financial counseling to executives of major U.S. institutions. We build personalized strategies taking advantage of the executive’s corporate benefits and incentive programs, which can be exceptional wealth building opportunities. Each executive's financial strategy incorporates sophisticated investment, estate, income tax, cash flow management, risk control and career financial planning, all of which cover specific planning horizons for an executive's career.

AMG's Executive Financial Counseling program helps you maximize the financial success of your career and achieve your personal family and career goals.

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


Philanthropy

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.