Managing family wealth requires customized solutions from advisors experienced in the complexities and opportunities created by such wealth. Because your financial needs are as complex and diverse as the people within your family, we offer a multi-disciplinary, team-based approach to serving your family’s unique goals. Our experienced family-office service teams work closely with you to completely understand your family’s goals, objectives and financial situation. We provide intelligent, intergenerational planning, helping you navigate important decisions and avoid common pitfalls. With complete and customized solutions, AMG National Trust Bank helps families seize financial opportunities, control taxes, and preserve, build and transfer wealth.
AMG Private Client Banking
Exceptional, concierge service from a banker who understands you and your goals is at the heart of AMG Private Client Banking. AMG’s bankers have the tools at their fingertips to help you capitalize on your success. They are part of a company with the expertise to provide total coordination of your financial affairs. We simplify your life and create more time for you to focus on your business, your family and your passions.
AMG Private Client Banking brings you deposit account solutions and personal loans. It can help you streamline cash management between deposit and investment accounts and access liquidity secured by your investment accounts. When necessary and appropriate, AMG’s bankers can coordinate with financial advisors and trust officers to integrate estate and financial planning, trust and investment advisory services into your overall financial arsenal.
To learn more about AMG Private Client Banking, visit us at our Boulder or Greenwood Village, Colorado offices or call (888) 547-8877. You may also fill out our contact form and schedule a call with a banker.