Skip Navigation



Providing greater financial peace of mind and increased value from compensation and benefits packages are two important reasons to offer Executive Financial Counseling (EFC) services, according to 67 percent of HR professionals.

Produced by AMG National Trust Bank, a leader for over 40 years in executive financial counseling for Fortune 500 companies, the 2017 HR Report: The State of Executive Financial Counseling, examines the value that HR professionals can deliver to the C-suite with EFC.

Download the full report by completing the form on the right and learn:

  • Why the right EFC partner can help HR professionals amplify their leadership contributions and create a ripple effect of confidence that will impact on the rest of their organization;
  • Why HR professionals are invested in the financial success of senior executives;
  • Why EFC programs may have the ability to improve executive job performance and retention; and
  • What HR professionals view as the most important factors when selecting an EFC partner.

About AMG National Trust Bank
AMG is a privately held, innovative bank and wealth management firm that provides an exceptional breadth of services to meet the current and future needs of our clients. For over 40 years, AMG has helped corporate executives, affluent individuals and families, and others achieve their financial goals. We manage approximately $4.9 billion* for clients from our offices in Denver, Boulder, Cheyenne, Chicago, Morristown and Virginia Beach.
*Assets under management as of 1/2020

About the Report
The 2017 HR Report: The State of Executive Financial Counseling is based on a survey conducted of HR professionals about their perspectives on executive financial counseling at the World of Work Total Rewards Conference in Washington, DC, between May 7-8, 2017.

Fill out the form to download your free copy of the 2017 HR Report: The State of Executive Financial Counseling!