So many considerations go into making wise wealth management decisions. AMG National Trust Bank’s advisors help you evaluate your financial affairs, create a plan that incorporates long-term financial security, and develop and execute a complementary investment strategy that takes in to account your estate plan, unique tax situation, and wealth transfer wishes. AMG’s commitment to independent and objective financial advice and long-term capital preservation helps you maximize investment opportunities while managing risk. Let us help you effectively and efficiently plan your financial future. After all, the real value in building and protecting your wealth is what it permits you and your family to accomplish.
By maintaining a comprehensive view of your financial picture and having immediate access to your financial data, AMG Tax Services can more easily prepare your tax returns. Tax planning and preparation in one place saves you time, allows for more effective tax planning, and can save you money.
AMG’s tax department prepares federal, state and local income tax returns, in addition to gift and estate tax returns. We also prepare tax returns for trusts, private foundations, businesses and partnerships. Finally, the tax department can help you streamline household and small-business bookkeeping and bill payment.