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. Watch interview (14:12)

In an 8-page free report, Earl describes how a satisfying legacy reflects your unique values and priorities and it doesn’t necessarily require wealth. It requires reflection, self-knowledge, and vision.

DOWNLOAD FREE REPORT

The core components of a legacy are how you develop and deploy your “Time, Talent, and Treasure.” With financial planning aligned to reach your “mark on the wall,” you’ll accumulate the resources to grow all three over time.

Deploying Your “Time, Talent, and Treasure”

The Typical Fice Phases of Financial Life

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 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.

To book a free consultation call 800-999-2190 or email with the best day and time to reach you.

DOWNLOAD REPORT

Related Articles

See All

Saving for a Grandchild’s Education Expenses

January 20, 2022
6 min read
Report: Life Events, Wealth Management, Trusts & Estate Planning
Read More

8 Retirement Planning Myths Debunked

September 21, 2021
< 1 min read
Report: Wealth Management, Life Events, Retirement & Benefits
Read More

Stock Options Can Greatly Magnify Your Earning Potential—If You Manage Them Properly

June 17, 2021
1 min read
Report: Executive Financial Counseling, Life Events, Wealth Management
Read More

Get the latest in Research & Insights

Sign up to receive a weekly email summary of new articles posted to AMG Research & Insights.