In the Media Archives | Fieldpoint Private

Perspectives: In the Media

Fieldpoint Private Named One of World’s Best Private Banks in 2023 by Global Finance

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…

20 January 2023
TYPE: In the Media

Nick Bertha Shares Key Insights on Trust Planning with Family Wealth Report

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…

04 December 2022
TYPE: Articles

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