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.
Professional success allows you to accumulate wealth and perhaps pass it on to future generations. The first step in planning an effective wealth transfer is determining what you can actually leave to your heirs. Only then can you think about protecting your legacy.
AMG National Trust Bank guides executives through trust structures, gifting techniques, and an ever-changing tax environment. We help you articulate specific goals related to transferring your assets as well as your values. We understand your overall financial and investment goals and bring this understanding to your wealth-transfer planning. Working closely with your estate-planning attorney, we help you create a plan to transfer your wealth and your values to future generations.