Fieldpoint Private to Sponsor CNN 9/11 Anniversary Remembrance
‘Shine a Light’ calls on Americans to express tribute and gratitude through service to one another.
Fieldpoint Private Names Directors of Commercial Banking
Emmitt Smith, Jr. and Adam Ercoli will lead the firm’s efforts in the Southeast and Northeast.
Fieldpoint Private Unveils Its New Look
Fieldpoint Private has unveiled a reimagined brand promise, corporate identity system and website.
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.
The Swiss Army Knife of Wealth Transfer Techniques
The charitable remainder unitrust lets you defer capital gains tax on highly appreciated assets, make a meaningful gift to charity, and realize a tax-favored stream of income.
More Pain for the Gain
Learn about taxation under Biden’s “American Families Plan.”
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 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.