Entrepreneurs & Founders
Entrepreneurs drive the long-term health and prosperity of the global economy. Drawing upon extensive experience investing in venture companies and working with entrepreneurs and founders, AMG understands how to serve your unique financial needs. AMG provides white glove service so you can focus on growing your company. Services include:
- Seamless personal and commercial banking
- Financial counseling and tax advice that helps prepare you for liquidity events and business exits
- Portfolio management that helps diversify and protect your wealth
Charitable gifts play a central role in the life of many individuals. Whether giving for tax reasons, passion for a cause or both, AMG National Trust Bank can help you be intentional in your philanthropic endeavors. We examine lifetime tax consequences and estate planning issues as well as your personal concerns and goals for philanthropy.
There are many gifting options available:
- The AMG Charitable Gift Foundation is a donor-advised fund that makes philanthropy simple and cost effective.
- An irrevocable charitable trust can have positive tax consequences.
- A private foundation or endowment can allow you to manage large and diverse assets. Some people establish foundations to help their families and children learn about managing investments and philanthropy.
- Direct donations may be a good choice for one-time gifts earmarked for specific purposes such as constructing buildings or establishing programs.