Legacy Planning image

Earl Wright, AMG’s Chairman and Co-Founder, speaks from his heart and over 50 years of experience working with individuals and families on the often-misunderstood topic of Leaving a Legacy. A satisfying legacy reflects your unique values and priorities and it doesn’t necessarily require wealth. It requires reflection, self-knowledge, and vision. Watch interview (14:12).

Should you have the great fortune of accumulating enough wealth to ensure your financial security through retirement—and then some—excess wealth may be incredibly impactful to the people and organizations most important to you—if you transition it thoughtfully.

What Will Your Legacy Be?

AMG’s wealth advisors have deeply personal relationships with clients. We ask the difficult questions to help you think through your relationships and objectives—and collaborate with you on investment, tax, trust, and governance structures to accomplish your financial goals.

We specialize not only in helping you build a legacy over your lifetime but in distributing wealth in the most constructive and tax-efficient ways.

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