AMG Wealth Management has a regular programme of events and seminars designed to help our clients and their guests to understand the many different aspects of wealth management. If you would like to attend one of the events listed here, simply contact us on 01332 551155 to reserve your place.
For me, the starting point is to understand client’s lives and what they cherish the most. One of the most interesting facets of what I do is helping a family enjoy their wealth and at the same time preserving the capital to be passed down to future generations and charitable causes. These mechanisms aim to ensure perpetual wealth down the family lineage. In some cases clients have no children and in these instances I work with them to establish charitable foundations.