We are a new kind of trust company in an era very much in need of one, offering trusts that benefit from the most progressive trust laws in the country, and a purposeful congruity with the advisors and professionals on whom you rely the most.

The Fieldpoint Trust Story

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.

Fieldpoint Private Trust President, Nick Bertha, discusses estate planning in Financial Advisor.

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.

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Nicholas Bertha
Fieldpoint Private Trust, President