Helping individuals, business owners, and institutions manage wealth since 1975.
WHAT IS LEGACY PLANNING?
Transferring your values with your wealth.
After determining what you need to remain financially secure throughout your life, you have the ability to plan a legacy that reflects your values and positively impacts the people and institutions most important to you.
With expertise in the constantly changing tax laws, regulations, trust structures, and gifting techniques, AMG can guide you through the development of wealth transfer and estate plans that further your legacy.
Case studies in legacy planning
In this free 8-page report, AMG’s Chairman and Co-Founder Earl Wright provides case studies to bring to life the idea that a satisfying legacy reflects your unique values and priorities.
- What is a legacy? A legacy, in large part, is how you will be remembered based on what you do and how you make others feel. Wherever you are on your life’s journey, think about your legacy as a tangible asset that you can cultivate.
- What are the core components of a legacy? We believe the core components of a legacy are how you develop and deploy your Time, Talent, and Treasure. Financial success is only one aspect.
- How can communication help? Generally, the bigger the inheritance, the more preparation of heirs and other beneficiaries is required. Unexpected wealth can disrupt.
HOW WILL YOU BE REMEMBERED?
AMG’s Chairman and Co-Founder Earl Wright speaks from his heart and over 50 years of experience working with individuals and families on the often-misunderstood topic of Leaving a Legacy.
ARE YOU GOOD TO GO?
Based on decades of conversations with AMG clients, we’ve found that the fear of bringing up the topic of one’s eventual death is much worse than the reality of tackling it. In fact, many find that end-of-life planning eases their burden heading into illness or old age—and is a tangible gift left to loved ones.
In this free 7-page report, discover how ensuring financial security for your survivors and clearly communicating your values and wishes helps to ease their grief and the stress of taking necessary legal and logistical steps.
- What are your values and wishes for end-of-life care? Delaying this conversation may become a missed opportunity to provide your caretakers and loved ones with valuable information about what you want.
- Would your loved ones be provided for if you became ill or died? Scenario planning around a disability or premature death can alleviate feelings of insecurity.
- What do you wish to do with your financial assets and personal belongings? If you have an estate—and certainly in the case of significant excess wealth—there are a variety of things you can do to pass it on tax efficiently and to lower the potential for conflict among survivors.
Case studies in legacy planning
In this free 8-page report, AMG’s Chairman and Co-Founder Earl Wright provides case studies to bring to life the idea that a satisfying legacy reflects your unique values and priorities.
- What is a legacy? A legacy, in large part, is how you will be remembered based on what you do and how you make others feel. Wherever you are on your life’s journey, think about your legacy as a tangible asset that you can cultivate.
- What are the core components of a legacy? We believe the core components of a legacy are how you develop and deploy your Time, Talent, and Treasure. Financial success is only one aspect.
- How can communication help? Generally, the bigger the inheritance, the more preparation of heirs and other beneficiaries is required. Unexpected wealth can disrupt.
HOW WILL YOU BE REMEMBERED?
AMG’s Chairman and Co-Founder Earl Wright speaks from his heart and over 50 years of experience working with individuals and families on the often-misunderstood topic of Leaving a Legacy.
ARE YOU GOOD TO GO?
Based on decades of conversations with AMG clients, we’ve found that the fear of bringing up the topic of one’s eventual death is much worse than the reality of tackling it. In fact, many find that end-of-life planning eases their burden heading into illness or old age—and is a tangible gift left to loved ones.
In this free 7-page report, discover how ensuring financial security for your survivors and clearly communicating your values and wishes helps to ease their grief and the stress of taking necessary legal and logistical steps.
- What are your values and wishes for end-of-life care? Delaying this conversation may become a missed opportunity to provide your caretakers and loved ones with valuable information about what you want.
- Would your loved ones be provided for if you became ill or died? Scenario planning around a disability or premature death can alleviate feelings of insecurity.
- What do you wish to do with your financial assets and personal belongings? If you have an estate—and certainly in the case of significant excess wealth—there are a variety of things you can do to pass it on tax efficiently and to lower the potential for conflict among survivors.
SCHEDULE YOUR COMPLIMENTARY CONSULTATION
Learn how we can help you live out your financial dreams your way.
A Better Way to Wealth
A Better Way to Wealth
Comprehensive Financial Planning
- We’ve crafted a distinctive financial planning process that comprehensively addresses every facet of your financial health. This encompasses optimizing your compensation and benefits, skillfully managing your cash flow and liquidity, reducing your tax liabilities, assessing personal risks, protecting your assets, making informed investment choices, and strategizing for the tax-efficient transfer of your surplus wealth. To navigate the intricacies frequently encountered with high-net-worth clients, we’ve developed our own financial planning tools that incorporate tax management across disciplines as taxes are the most significant drag on long-term wealth creation.
An Integrated Approach
- We provide a comprehensive suite of services to address your financial needs. This includes financial planning, investment management, access to alternative investment strategies, tax planning and preparation, estate planning, trust administration, charitable giving through an affiliated donor-advised fund, and private client banking. Your multi-disciplinary team collaborates seamlessly, eliminating the need for you to coordinate with multiple service providers.
Tailored to Your Unique Situation
- We acknowledge the individuality of each client. Collaborating closely with your advisor, you’ll design an asset allocation and portfolio strategy tailored to your risk tolerance and financial objectives. Then, investment recommendations will be executed on your behalf. Additionally, accredited investors and qualified purchasers can gain access to alternative and private capital investment opportunities.
Objective and Trustworthy Guidance
We operate as fiduciaries, offering impartial and objective financial advice on a fee-only basis. You can have confidence that your advisory team is aligned with your best interests and is focused on your long-term financial security. We prioritize your well-being, always sitting on the same side of the table as you, and providing counsel that serves your financial goals above all else.
50TH ANNIVERSARY
AMG celebrates half a century of serving clients and enriching communities.
Since becoming an independent, fee-only firm in 1975, we have remained focused on understanding each client’s unique vision and helping them achieve success—however they define it.
45 Years
length of longest client relationship
95%
“satisfied” in latest client survey
46 U.S. States
where AMG has clients
$9.1 Billion
assets under management*
AMG’s wealth management platform is purpose-built for those with complex financial lives who appreciate the time savings and efficiencies gained from working with a trusted advisor who tailors and implements the most appropriate solutions on their behalf.
For those with income placing them in higher tax brackets, active tax management can be one of the least appreciated yet highest value services. At AMG, tax management is integrated into every aspect of our financial planning framework and investment management process.
When you work with an AMG wealth advisor, you gain access to a decision-making framework that empowers you to make informed decisions to enhance your financial security, grow your wealth, and achieve your short- and long-term financial goals.
Specific key advantages of AMG’s Personal Financial Management (PFM) service include:
Comprehensive Financial Guidance: Our unique cash flow-based and comprehensive financial planning process covers all aspects of your financial life.
Customized Cash Flow Planning: We help you identify and plan for both short-term and long-term cash needs, ensuring you’re well-prepared for various financial events and liquidity requirements.
Tax Efficiency: Our insightful tax analysis empowers you to make informed, tax-efficient decisions, optimizing withholding, minimizing alternative minimum tax, managing estimated tax payments, and implementing effective planned giving strategies.
Personalized Risk Management: We evaluate your insurance needs and provide clarity on personal liability exposures related to property and vehicle ownership, helping you protect your financial well-being and future goals.
Financial Security Assessment: We take a deep dive into your financial situation, considering income from employment and investments. Our goal is to help you make informed decisions about your retirement readiness and navigate potential risks such as disability, premature death, or significant life changes.
Wealth Transfer and Legacy Planning: We work closely with you to identify your goals for passing on wealth to future generations and supporting charitable causes you care about. We provide guidance and assistance in implementing effective strategies to achieve these objectives.
Expert Investment Management: Leveraging our proprietary global economic and market research, we craft a personalized strategic investment plan and asset allocation strategy aligned with your financial goals and risk tolerance — and implement it on your behalf. We regularly update the plan to adapt to changing circumstances and evolving market conditions.
*Assets under management figure includes assets managed and held in custody on 6/30/2025.
This information is for general information use only. It is not tailored to any specific situation, is not intended to be investment, tax, financial, legal, or other advice and should not be relied on as such. AMG’s opinions are subject to change without notice, and this report may not be updated to reflect changes in opinion. Forecasts, estimates, and certain other information contained herein are based on proprietary research and should not be considered investment advice or a recommendation to buy, sell or hold any particular security, strategy, or investment product.
To explore additional topics, browse
AMG Research & Insights.
CLICK HERE
REQUEST CONTACT