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.
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.