“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.
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.
Fieldpoint Private’s colleagues, knowledge and resources are committed to improvinglives and futures where we live and work.
“A good advisor can't choosewhich problems to helpsolve and which to ignore,so we wanted to create afirm to address it all.”
— David Komansky, Co-Founder
Chairman Emeritus, Merrill Lynch
“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
Connecticut has established a creative workaround that helps those who derive their income from “pass-through” entities, like LLCs and LPs, mitigate the pain of lost SALT deductions. Here’s how it works…
Changing your domicile may cut your taxes, but the state you leave may not let it go so easily.
Big tax advantages are available for those with capital gains to deploy. They should be on your radar.
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.