Wealth & Trust 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
  • Executor services
  • Pre-liquidity risk assessment and strategic planning
  • Family wealth education, communication and governance
  • Advise on selection / preparation of a Trust Protector

Our Financial Life will help you capture the essential information that will be needed by those settling your affairs upon your passing. A repository for everything from who to call, why and in what order, to the password for your phone and log-ins to your accounts, it should be considered as essential as your will or estate plan.

Investment Advisory

Fieldpoint Private Top Charts

Here, we introduce a new video feature, Top Charts, in which Chief Market Strategist Cameron Dawson will illustrate key topics discussed in our recent Weekly Perspectives, podcasts and other media appearances.

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Cameron Dawson
CFA®, Chief Market Strategist