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Wealth Planning

Our founders recognized that Fieldpoint Private’s clients – like they, themselves – would not simply be transferring assets one day, they would be transferring values and the opportunity to live them. Accordingly, we work closely with client families to understand such values fully, and then craft strategies designed to protect and convey them to the next generation and beyond.

Services

  • Complementary due diligence and advice on existing estate plan
  • Estate and tax planning across full range of strategies
  • Philanthropic planning
  • Asset protection strategies
  • Selection of administrative trustees in favorable jurisdictions
  • Pre-liquidity risk assessment and strategic planning
  • Family wealth education, communication and governance
  • Advise on selection / preparation of a Trust Protector
  • Trust planning services*

 

*Trust administration through Fieldpoint Private Trust

We provide delegated and directed trusts as well as a full range of services that benefit from the most progressive tax laws in the country. Of equal importance, we furnish a purposeful congruity with the advisors and professionals on whom you rely the most so that we may provide continuity of advice over time.

Fieldpoint Private Trust

Whitepaper: Wealth Bomb

The dynasty trust is the mother of all planning techniques. Its benefits and potential harm require serious thought and likely some soul searching. Because it enables the passage of assets across numerous generations 100% free of estate and git tax, the dynasty trust presents the ability to accumulate wealth unlike…

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Nicholas Bertha
Director of Wealth and Trust Planning, Fieldpoint Private Securities, LLC

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