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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.
The Deal of a Lifetime – Essential Asset Protection Strategies for Real Estate Entrepreneurs
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…
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Nicholas Bertha
Fieldpoint Private Trust, President