Fieldpoint Private Trust

A modern, custom approach dedicated to the continuity of your legacy and faithfulness to your intentions.

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.

Here Comes the Sun(set)…. It Feels Like Years Since We’ve Been Here.

A Look Ahead at the Planning Implications of a Sunsetting 2017 Tax Act As most know by now, on January 1st, 2026, approximately 20 months from this writing, the extensive changes enacted by the “Trump tax law reforms” (TCJA) of 2017 will have expired. This sunset is now squarely on…

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Nicholas Bertha
President, Fieldpoint Private Trust, LLC