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,…
Scammers are constantly refining their tactics, and even the most careful among us can be caught off guard. At Fieldpoint Private, safeguarding our clients extends beyond the accounts we manage — it means helping you recognize the warning signs of fraud before it costs you time, money, or peace of…
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,…
Origins, Valuation Methodology, Funding Structures, Oversight and Estate Planning Implications Across Athletics, Entertainment and the Creator Economy I. Introduction: The Rise of Publicity Rights as a Planning Asset The right to control and monetize one’s own name, image, likeness, and persona (“NIL”) — generally termed the “right of publicity” —…
$34 million of new capital will accelerate balance sheet repositioning and expansion of our growth strategy This investment underscores Fieldpoint’s commitment to a distinctive private client strategy focused on middle market companies and high net worth families GREENWICH, CT – September 23, 2026 – Fieldpoint Private today announced the successful…
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…