For global families, the U.S. has become an important
tax haven. Just like – and maybe even better than – the
Cook Islands, Caymans, BVI or Switzerland.
“What's right for the client.Period. That's all thatmatters.”
— Kenneth G. Langone, Co-Founder
Co-Founder, The Home Depot
For the entrepreneur nearing a liquidity event, as the
goal line draws near, the risks intensify.
These strategies can help.
Fieldscope® brings together every asset you own,anywhere, into a single, always-on, updated view of yournet worth and investment performance.
Fieldpoint Private’s colleagues, knowledge and resources are committed to improvinglives and futures where we live and work.
“We are going to do what isright for our clients. Whereverthat takes us, that's what we'regoing to do.”
— Daniel P. Tully, Co-Founder
Chairman Emeritus, Merrill Lynch
Even the most thoughtful and well-crafted wealth transfer plans can be thwarted when the ownership titles and beneficiary designations for your assets contradict the intentions spelled out in your plan documents.
Too often, nearly all of the knowledge of the family’s financial picture resides with just one family member. If something were to happen…
The SECURE Act will greatly dilute the wealth transfer strength of the inherited “stretch” IRA…
NMLS 408942Securities and Registered Investment Advisory Services offered through Fieldpoint Private Securities, LLC, a registered broker-dealer and Registered Investment Advisor. Member, FINRA and SIPC.Securities, brokerage, investment advisory and other non-deposit investment products: Are not FDIC insured—Are not Bank-guaranteed—May lose value, including the principal investedCheck the background of Fieldpoint Private and our investment professionals on FINRA's BrokerCheck.