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.
By maintaining a comprehensive view of your financial picture and immediate access to financial data, AMG has the insight to help you make informed tax decisions that enhance your financial security and success. Tax planning and preparation in one place saves you time, allows for more effective tax planning, and can save you money.
AMG’s tax department prepares federal, state and local income tax returns, in addition to gift and estate tax returns. We also prepare tax returns for trusts, private foundations, businesses and partnerships. Finally, the tax department can help you streamline household and small-business bookkeeping and bill payment.