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Fieldpoint is honored to be recognized by Global Finance for the second year in a row as one of the world’s best private banks in 2023. We are heartened that the investments we have made have fueled our 40% growth this year – with a particular emphasis on serving entrepreneurs…
Fieldpoint Private’s Nick Bertha, President of Fieldpoint Trust provides insights and actionable strategies families might want to consider in a new article for Family Wealth Report. Bertha notes that some of the most powerful trust planning techniques are often overlooked or misunderstood by those who can benefit from them the…