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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 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.

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


How the Foundation Works

Donor-advised funds managed by the AMG Charitable Gift Foundation allow individuals to make irrevocable charitable gifts to a fund, named at the discretion of the donor, from which the donor can recommend charitable distributions.  Gifts to the Foundation’s donor-advised funds provide an immediate tax deduction while a single large gift can translate into the flexibility to give throughout the course of future years.  If you choose AMG Charitable Gift Foundation to manage your philanthropy, expect to:

  • Suggest how your donations should be invested, choosing from among four options:
    • Growth portfolio
    • Balanced portfolio
    • Fixed-income portfolio
    • Money-market account
  • Recommend gifts, made as frequently as you like, to the 501(c)(3) charitable organizations of your choice
  • Fund contributions to the foundation with most assets, including:
    • Cash
    • Appreciated securities
    • Partnership interests
    • Privately traded stocks
    • Closely held stocks
    • Publicly traded stocks and bonds