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Individuals

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.

How can we help?
Call 800-999-2190 or email us


Wealth Transfer

Effective wealth planning begins by understanding what portion of your wealth you can leave to your heirs. The question of how much the next generation should receive versus can receive then depends on philanthropic desires, strong personal beliefs, and the uniqueness of the next generation.

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.