Fieldpoint insights give our clients a periodic, in-depth view on issues affecting wealth, business and life.
Fieldpoint Private’s Nick Bertha, President of Fieldpoint Trust provides insights and actionable strategies families might want to consider in a new article for Family Wealth Report. Bertha notes that some of the most powerful trust planning techniques are often overlooked or misunderstood by those who can benefit from them the…
Those who have earned wealth through real estate will tell you it comes hard fought and is won deal by deal, zoning board by zoning board, tenant by tenant. Ultimately, as the net worth accumulates, it is likely to be highly concentrated in this single asset class – and you…
The closer you get to the goal, the more concentrated the risk. Consider these concrete financial strategies to pave a path to the end zone.
Signs seem to be pointing towards a marked decrease in economic activity across the board. What, if anything, can sentiment indexes tell us about what to expect in the months ahead?
Awards include global recognition as best boutique private bank.
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Fieldpoint Private welcomes key industry hires in private and commercial banking.
Several studies and national surveys show that many adults living in America lack some of the most basic knowledge and skills needed to engage in healthy financial decision-making. In fact, according to the Standard & Poor’s Global Financial Literacy Survey, only 57% of American adults can be considered to be…
Fieldpoint Private Trust leverages the benefits of America’s most progressive tax laws for clients.
It is an unfortunate reality of modern life that we are all just a click away from our own personal online armageddons. However, by following just a handful of simple tips you can protect yourself from the vast majority of malicious attempts that might otherwise compromise your personal information, and…
As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington which cause much consternation, sometimes prophylactic, proactive tax planning, and yet in the end do not come to fruition. The current poster child being last year’s tax law legislation that continues to flounder on…
The pandemic and subsequent supply chain disruptions have made for a chaotic past few years in the yachting industry. This year’s Discover Boating Miami International Boat Show shows signs that the industry is still in flux. Over the course of the boat show, reporters from Florida Trend interviewed sales representatives,…