Banking Perspectives

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

Banking Perspectives

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. 

Fieldpoint Private Welcomes Adam Ercoli

The announcement follows Fieldpoint’s addition of commercial banker Tripp Moore on August 10. Both served previously with Stamford, Connecticut-based Patriot Bank. Mr. Ercoli’s 15 years of financial services experience includes the past 11 years in commercial banking.

Entitled!

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 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.