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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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Call 800-999-2190 or email us

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

Financial Counseling

Through dedication, sound decision making and persistence you have achieved financial success. Unfortunately, you can be financially successful but not financially secure. Financial security is enduring. It delivers peace of mind and creates opportunities for you to pursue dreams and goals you did not consider possible.

Financial security is achieved through careful planning with an independent advisor like AMG National Trust Bank. AMG advisors work closely with clients to quarterback a comprehensive financial plan, incorporating all your assets, that addresses short- and long-term financial security concerns, tax decisions, corporate compensation and benefits, retirement planning, strategic investments, insurance coverage levels, and estate and wealth-transfer options.

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