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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 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


Wealth Transfer

Family wealth is created and preserved through the principled determination and commitment of individual family members down through the generations.

As the first in your family to create wealth, you want to ensure that your heirs will enjoy it for generations to come. As heirs to family wealth, you bear the responsibility to preserve and further the legacy the first generation created while still living your own life.

Every day, AMG National Trust Bank helps different generations of families work through the challenges of preserving and passing on family wealth. Our wealth managers develop and execute strategies to protect the wealth you have built so your family can use it for generations to come. They also help you to prepare the next generation to inherit your estate.

AMG begins this process by reviewing and understanding your family’s needs and goals for financial capital. These principles are extremely important in helping families make decisions and work toward common goals. They also serve to guide our advice to you regarding tax-efficient estate planning – including family-limited partnerships (FLP) and trust creation, administration and oversight.

Wealth Transfer

Trust Administration

Combining experienced, tenured trust officers with powerful, independent investment expertise, AMG National Trust Bank can help you protect and preserve the legacy you spent a lifetime creating. Through effective trust administration, we help clients ensure long-term care for a loved one, protect assets, control estate taxes or provide for a favorite charity.

Our interdisciplinary approach draws upon the expertise of both trust officers and financial counselors to evaluate the benefits of different trust structures in light of your overall financial security needs, not just a singular wealth transfer objective.

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