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.
Working closely with its affiliate, Asset Management Group Investment Corp (AMGIC), AMG seeks to provide clients access to professionally managed investments. Areas of focus include real estate, energy and private capital investments across the corporate lifecycle, including seed and early stage venture capital, late stage and growth venture financing, private equity and buyout capital, mezzanine capital and special situations investments offered through the Cupola family of investments. AMG’s alternative investment team manages more than $350 million in committed capital.
In addition to following a disciplined investment process that considers macroeconomic trends and incorporates multiple levels of due diligence, AMG considers the following factors crucial to the success of each investment:
- Invest with successful professionals
- Align the interests of investors and investment managers
- Monitor investments attentively
- Harvest investments at an appropriate time