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.
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.