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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.

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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.

Trust Administration

Advantages of AMG as Trustee

AMG National Trust Bank’s professional trustee services help you achieve many goals, including:

Professional Investment Management. Assets are managed with an investment strategy designed to help fulfill the trust’s goals, whether income production or long-term asset appreciation. Trusts benefit from AMG’s commitment to independent and objective investment advice and bias for long-term capital preservation, which can help maximize investment opportunities while managing risk.

Long-Term Guidance for Your Family. Effective use of trusts can help individuals carry on after a family member’s death. You can structure trusts to provide financial security for family members of different ages and abilities.

Efficient Bill Paying. AMG can receive and pay bills for you and your trusts.

Conservatorship or Guardianship. Our trust advisors have the experience and knowledge to help protect the financial interests of clients with special needs.

A Secure Escrow. We can act in an independent role to secure assets in a business or personal transaction.

Effective Trust and Estate Administration. Our experienced advisors and trust officers can help you handle the legal complexities of trust and estate administration, such as preparing income-tax returns for most trusts.

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