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
Advantages of AMG as Trustee
AMG National Trust Bank’s professional trustee services help you achieve many goals, including:
Professional Investment Management. Assets are managed with an investment strategy designed to help fulfill the trust’s goals, whether income production or long-term asset appreciation. Trusts benefit from AMG’s commitment to independent and objective investment advice and bias for long-term capital preservation, which can help maximize investment opportunities while managing risk.
Long-Term Guidance for Your Family. Effective use of trusts can help individuals carry on after a family member’s death. You can structure trusts to provide financial security for family members of different ages and abilities.
Efficient Bill Paying. AMG can receive and pay bills for you and your trusts.
Conservatorship or Guardianship. Our trust advisors have the experience and knowledge to help protect the financial interests of clients with special needs.
A Secure Escrow. We can act in an independent role to secure assets in a business or personal transaction.
Effective Trust and Estate Administration. Our experienced advisors and trust officers can help you handle the legal complexities of trust and estate administration, such as preparing income-tax returns for most trusts.