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.
Effective wealth transfer begins by understanding what portion of your wealth you can leave to your heirs. Regardless of your financial success, poor planning may result in excessive estate taxes or put your own financial security in peril.
AMG National Trust Bank — with expertise in ever-changing and complex tax laws, regulations, trust structures and gifting techniques — can guide you to an estate plan that protects your legacy. We help you articulate specific goals related to transferring your assets as well as your values. We strive to completely understand your overall financial and investment goals and bring that knowledge to your wealth transfer planning. Working hand-in-hand with your attorneys, we can help you create a plan for your wealth and legacy to endure.