Banking Perspectives

Fieldpoint insights give our clients a periodic, in-depth look at how we approach complex, contemporary issues.

The Metamorphosis of American Financial Literacy

Several studies and national surveys show that many adults living in America lack some of the most basic knowledge and skills needed to engage in healthy financial decision-making. In fact, according to the Standard & Poor’s Global Financial Literacy Survey, only 57% of American adults can be considered to be…

A Great Yachting Migration

The pandemic and subsequent supply chain disruptions have made for a chaotic past few years in the yachting industry. This year’s Discover Boating Miami International Boat Show shows signs that the industry is still in flux. Over the course of the boat show, reporters from Florida Trend interviewed sales representatives,…

The Graegin Loan

For families whose wealth is comprised of significant commercial or residential real estate holdings, the Graegin Loan is an estate planning technique that can be employed post-mortem, to help avoid a “fire sale” of family assets. 


Recently, we reviewed the estate plan of a Massachusetts client with a $50 million-plus estate. The estate plan was relatively simple and we had a lot of ideas to take it to the next level. But first things first.

The Red Zone

How entrepreneurs contemplating their exits can reduce the risks of bad timing and just plain bad luck.

The Donor-Advised Foundation

Foundations are legal entities, requiring governance including a board of directors or trustees. At least 5% of the foundation’s assets must be distributed each year.


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