Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
Fieldpoint Private Trust leverages the benefits of America’s most progressive tax laws for clients.
Whitepaper: Phishing, Hacking, Data Breaches and Other Nuisances of Modern Life That Need Not Afflict You.
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…
Tax Alert: Here We Go Again?
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…
A Great Yachting Migration
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,…
Five Trends We’re Watching For the Future of Yachting
The annual Fort Lauderdale International Boat Show wrapped up after five days of exhibits and attractions at the Bahia Mar Yachting Center. As the world’s largest in-water boat, attendees were able to meet with full field of exhibitors and a wide variety of vessels.
Fieldpoint Private Earns Global Honor as Best Boutique Private Bank
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast.
Tax Alert: The Changing Calculus
Ways & Means weighs in on Biden Tax Proposals, with significant changes.
Fieldpoint Private to Sponsor CNN 9/11 Anniversary Remembrance
‘Shine a Light’ calls on Americans to express tribute and gratitude through service to one another.
U.S. Tax Strategies For Cross-border Families
For cross-border families, the U.S. is actually one of the world’s great tax-havens.
State of Change: Changing Your Domicile to Another State
Changing your domicile to another state may cut your taxes, but the state you leave may not let it go so easily.
Charitable Lead Annuity Trust (CLAT)
If you want to place an asset in trust for your children, but don’t personally need or want to draw an annuity from it, you may like the idea of that asset providing an annuity to a charity instead. This is the role of the Charitable Lead Annuity Trust. In…
Charitable Remainder Unitrust (CRUT)
Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.