Skip Navigation

Families

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 financial solutions, 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.

How can we help?
Call 800-999-2190 or email us


Philanthropy

Philanthropy in families reinforces the family’s goals and values and teaches future generations about the men and women who initially created the family’s wealth. Families approach philanthropy in many different ways, and AMG National Trust Bank is committed to helping your family identify and use the tools best suited to your situation. Families depend on our expertise with donor advised funds through the AMG Charitable Gift Foundation, private foundations, charitable trusts or other vehicles to achieve their charitable goals.

Charitable Gift Foundation

Donating to your favorite charities is more than just good for your soul. Your gifts benefit nonprofit organizations and the communities they serve. You also build a lasting personal and family legacy that will guide the generations that follow. Philanthropy changes the world, but sometimes the volume of requests for contributions and the complex options for actually making a gift can leave you at a frustrated standstill.

The AMG Charitable Gift Foundation helps generous individuals and businesses enhance their giving experience, take advantage of tax benefits and support those in need. The Foundation manages the investments in your donor-advised fund, administers the fund and gifts to your selected charities, and provides you with the framework to make donations on your timetable rather than on looming tax deadlines.

Charitable Gift Foundation

Back to top