Individuals & Families

Too often, the financial advice provided for an individual or family is compartmentalized, with well-intentioned professionals at different institutions unaware of one another, and unaware of the potential synergies - and contradictions - of the strategies each is employing.

This is why the centerpiece of a Fieldpoint Private relationship is a thoroughly integrated strategic thought process based on a complete view of your financial picture, wherever accounts are held, made possible through our aggregated performance reporting technology.

With aggregated performance reporting, you will not only have a continuous up-to-date view of your entire net worth, you can be confident that the advice and services you receive on any element of your financial picture is based on knowledge of the whole.

Wealth Planning

Cash flow analysis
Family and philanthropic wealth transfer planning
Corporate trustee review
Asset location and protection
Tax optimization
Family wealth education

Investment Advisory

Investment planning and investment policy statement
Asset allocation and portfolio construction
Investment manager selection including equities, fixed income, hedge funds & private equity
Hedging and monetization
Capital markets
Risk management for concentrated positions
Donor-advised fund

Personal Banking

FDIC deposit insurance into the tens of millions per depositor1
Checking; debit and ATM cards
Online banking and billpay
Multi-entity cash management for trusts and foundations
CDs, money markets, international currencies
No-fee ATM withdrawals, checking, domestic wire transfers
Enterprise-caliber cash management for family offices


Adjustable rate mortgages; home equity lines of credit
Fixed-term ARMs
Construction financing
Tailored lending with flexible collateral and alternative underwriting options   
Aircraft and yacht financing
Securities-backed lending

1. Coverage through ICS (Insured Cash Sweep) and CDARS (Certificate of Deposit Account Registry Service), services of Promontory Interfinancial Network, LLC

Investment advisory services offered by Fieldpoint Private Bank & Trust ("Bank") and/or any non-deposit investment products which ultimately may be acquired as a result of the Bank's investment advisory services:
Are Not FDIC Insured — Are Not Bank Guaranteed — May Lose Value