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.
Tax Alert: Here We Go Again?
As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington…
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Nicholas Bertha
President, Fieldpoint Private Trust