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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.

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Wealth Management

Wise investment advice and management for families requires a global perspective and a thorough understanding of all the family’s assets, business interests, plans and goals. Well-coordinated investment management by AMG National Trust Bank can position your family to take advantage of financial opportunities while being protected from negative events.

Working with a savvy AMG advisor can provide your family with the benefits of our proprietary research, international perspective and vast investment-management experience. When constructing investment strategies, our advisors are free from potential conflicts of interest because their compensation is in no way based on their specific investment recommendations.

The investment options available through AMG help families address both short- and long-term needs for capital growth. Our best-of-breed manager selection and due-diligence process can add value to your family’s portfolios. Time after time, our private capital investments give families the opportunity to significantly grow their wealth over time. AMG also provides access to real estate, energy, hedge funds, private equity and other non-traditional investments.

Wealth Management

Due Diligence

Astute investors probe beyond the surface of positive performance to understand how an investment manager achieved their returns and whether the firm can repeat this success in varying market conditions. AMG National Trust Bank’s sophisticated investment due-diligence program helps us go beyond the tactics of market timing and momentum management, which have no persistence in volatile times. Identifying managers with enduring return characteristics requires that we develop a deep, visceral understanding of a manager’s strategy as well as the attributes driving performance.

AMG’s Investment Group uses an intense quantitative and qualitative screening process to identify the potential investments suitable for our clients. Clients benefit from AMG's complete freedom to recommend only the investments and investment managers who demonstrate characteristics that produce a higher likelihood of long-term outperformance across market cycles. These are managers we define as best-of-breed and have investment philosophies and strategies that allow them to successfully negotiate volatile markets. These managers take a long-term approach to investing and their bias toward capital preservation benefits AMG’s clients.

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