AMG Wealth Management is an AMG subsidiary focused on making investments in leading boutique wealth advisory firms. This business is an extension of AMG’s successful partnership model, with an approach that is tailored to meet the unique attributes of independent wealth advisory firms.

Our Approach

AMG WM’s approach emphasizes alignment of interests through:

  • Permanent partnerships supported by clients, employees and partners
  • Continued operating independence for our partners
  • Retention of brand, culture, and investment and client service processes
  • Meaningful retained equity ownership by management
  • Future liquidity on management’s retained equity, and “recycling” of ownership to next generation management

Long-Term Support

AMG WM offers its Affiliates a broad range of services to help grow, manage and scale their businesses:

  • New business and growth initiatives
  • Strategic advice (e.g. management development and succession, incentive structures)
  • Best practices advice in the areas of legal/compliance, IT, and HR, among others
  • Operational and outsourced business support