A New Kind of
Trust Company
We provide delegated and directed trusts, and a full range of trust services, in America’s best trust situs. Importantly, we respect deeply your relationship with your trusted wealth advisor, and work to ensure your trust remains closely aligned with the advisor team that best understands your objectives and will provide continuity of advice over time.
Who Doesn’t Like Tax Free Capital Gains?
QSBS & The Entrepreneur 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 quite powerful…
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Nicholas Bertha
President, Fieldpoint Private Trust, LLC