So many considerations go into making wise wealth management decisions. AMG National Trust Bank’s advisors help you evaluate all your financial affairs and create a plan for long-term financial security and success that takes into account your estate plan 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 immediate access to financial data, AMG has the insight to help you make informed tax decisions that enhance your financial security and success. 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.