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.
Family Office Services
Family wealth is powerful and can elevate those who benefit from it. The complexities of this kind of wealth demand a highly coordinated approach. AMG's family office services allow you to enjoy the benefits of a single family office without the burden of maintaining your own staff. Through AMG's family office services you will have access to the innovative and sophisticated solutions required to manage and simplify your family's complex personal and financial affairs.
Services AMG offers can include tax planning and preparation, family entity governance administration, and access to private client services including banking, recordkeeping, bill paying, bookkeeping services, and financial education for family members.
Sound financial strategies integrated with administrative and management services allow you more time to pursue your goals and enjoy the wealth you have created.