Fieldpoint insights give our clients a periodic, in-depth view on issues affecting wealth, business and life.
Veteran of Sterling National Bank, Signature and Republic National Bank will lead the bank’s distinctive client development and service model. GREENWICH, CT – March 26, 2026 – Fieldpoint Private announced the appointment of David S. Bagatelle as Chief Banking Officer. In the newly created position he reports to Rodney Whitwell,…
Fieldpoint Private has been recognized at the 2026 Global Private Banking Innovation Awards, earning honors for “Best Boutique Private Bank – USA” and “Most Innovative Business Model.” The Digital Banker takes a closer look at how Fieldpoint turned industry disruption into a growth opportunity — read the full story to…
Industry publication Investment News features the announcement of Benchmark, by Fieldpoint Private™ and Max. Benchmark is a turnkey private banking platform for independent RIAs and their high-net-worth clients. It embeds banking into advisors’ workflows, integrating with CRMs like Redtail and Wealthbox for account enrollment in under 60 seconds, encompassing checking…
Benchmark enables independent wealth advisors to offer clients a full complement of private banking services, from advanced cash optimization to bespoke lending, free of competitive conflict. GREENWICH, CT and PORTSMOUTH, NH – August 27, 2026 – Fieldpoint Private® and MaxMyInterest® (“Max”) today announced the launch of Benchmark, by Fieldpoint Private™,…
In today’s digital age, scams and other criminal behavior seem to garner additional news headlines every day, making careful stewardship of your digital financial security of the utmost importance. While many individuals and businesses have embraced electronic payment methods, it’s important to remember that physical checks still remain a significant…
How collectors integrate art and collectibles into charitable giving and estate planning while navigating complex tax rules.
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.