AMG can help you protect and preserve the legacy you spent a lifetime creating with our integrated approach to trust administration and management.
Our Trustee Services
- Trust Administration — Our experienced trust officers help you handle the complexities of trust and estate administration, such as trust tax returns and distributions.
- Investment Management for Trust Assets — Our trust officers work with AMG’s investment approach to develop an investment strategy for your trust assets and manage them over time, through changing market conditions, based on your trust’s specific goals.
- Family Education & Guidance — AMG helps your family understand the purpose of trusts and how to use trusts effectively to thrive.
- Bill Pay & Recordkeeping — AMG can receive and pay bills for your trust to ensure they are handled in a timely and seamless manner, within the guidelines of the trust document.