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.
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.