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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.
1031 Exchanges As Powerful Real Estate Investment Tools
A Practical Guide to Leverage Their Benefits and Avoid Potential Pitfalls 1031 Exchanges – A Primer 1031 exchanges are a powerful tool. For the savvy real estate investor, a 1031 exchange can reduce risk and increase diversification. In short, the investor can redeploy assets into other types/classes of real estate…
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Nicholas Bertha
Fieldpoint Private Trust, President
Adam Ercoli
Chief Banking Officer