Fieldpoint insights give our clients a periodic, in-depth view on issues affecting wealth, business and life.
In this age of start-ups and founders everyone is looking for an edge. Smart tax planning can be one. While there are a lot of tools in the tax planner’s kit; one device that can be quite powerful when capitalizing a business is Qualified Small Business Stock (QSBS)1. It can…
Introduction Everyone knows about “Black Friday”. The following Tuesday, “Giving Tuesday” is perhaps less well known; these days it is considered the kick-off to the “Giving Season”. And with this just around the corner, we thought it might be timely to do a quick reminder/overview of the many ways to…
President Trump had promised us “The One Big Beautiful Bill” and now it is here. The bill, whose passage was streamlined by “budget reconciliation,” was signed into law by the President without a minute to spare on the 4th of July.
You’ve likely heard about Artificial Intelligence (AI) and how it’s transforming industries by improving efficiency, reducing errors and enabling smarter operations. But while AI can bring many benefits, it also poses new risks, especially when used maliciously. One such threat is the rise of “Deepfakes” – highly convincing fake audio,…
Notifications are beginning to reach small and mid-size hedge funds informing them that they need to find a new place to bank. To all affected – and you could eventually number in the thousands – consider this your welcome mat. Fieldpoint Private’s heritage in the fund arena predates the founding…
As we said in a Tax Alert earlier this year, “It is still far from clear, particularly with a general election coming this November, what if anything Congress might do about these sunset provisions.” Well, that general election is now in the rearview mirror.
Additions Bolster Firm’s New York and New England Presence. GREENWICH, CT – September 23, 2024 – Fieldpoint Private announced a series of private banking hires that mark a significant expansion in the firm’s New York metro and New England presence. The bank serves entrepreneurs, families, businesses and institutions directly, as…
Assessing the Dynamics Behind the 2023-2024 Banking Crisis and Fieldpoint Private’s Stance in the Aftermath
The circumstances that drove Silicon Valley Bank, Signature Bank and First Republic Bank into the hands of regulators are still on the minds of private and institutional clients across the country.
It is with great pride and purpose that we introduce you to create! by Fieldpoint Private. create! is an initiative to deliver banking products and services customized for the unique needs of creators living and working in the communities served by Fieldpoint Private. Its mission is to help entrepreneurs turn…
The dynasty trust is the mother of all planning techniques. Its benefits and potential harm require serious thought and likely some soul searching.
Navigating the Fine Line Between Attraction and Deception In the play, As You Like It, Rosalind makes the famous observation about courtship vs. commitment: “[m]en are April when they woo, December when they wed. Maids are May when they are maids, but the sky changes when they are wives.” The…
In this age of start-ups and founders everyone is looking for an edge. Smart tax planning can be one. There are a lot of tools in the tax planner’s kit; some however, less well known and utilized than others. One device that can be…