Advice and Perspectives

Fieldpoint insights give our clients a periodic, in-depth look at how we approach complex, contemporary wealth management strategies.

Charitable Lead Annuity Trust (CLAT)

If you want to place an asset in trust for your children, but don’t personally need or want to draw an annuity from it, you may like the idea of that asset providing an annuity to a charity instead. This is the role of the Charitable Lead Annuity Trust. In…

Dynasty Trust

The dynasty trust enables families to protect and accumulate wealth, unlike any other planning technique.