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
Creation of wealth generates some interesting questions. How much of my wealth is really needed to sustain my life style? How should it be managed? Considering the uniqueness of my family, how should my estate be set up for future generations in light of my values and opinions of how wealth should be used? Do I pursue major philanthropic interests during my life through a family foundation or a donor advised foundation, which is most effective considering my family?
AMG National Trust Bank's Personal Financial Management (PFM) is the answer. PFM is an integrated fee only wealth management service. It is delivered by a wealth advisor who is supported by an organization of investment, tax, estate, philanthropic and trust professionals.
- An in depth, quantitative analysis to identify size of the portfolio needed to lock up your financial security
- Tax planning, coordinated with investment management, to help you find opportunities to build your net worth and personally use your wealth in a tax-efficient manner
- Post retirement planning providing recommendations regarding pension, savings and deferred compensation plans
- Independent investment advice and portfolio management, including development and implementation of a personalized strategic-investment plan and asset-allocation strategy reflecting your investment objective and risk tolerance
- Identifing your wealth-transfer goals and developing an effective estate planning strategy considering your personal financial security and family situation
- An insurance review to help identify your life- and disability-insurance needs and your property- and personal-liability risk exposures