Fieldpoint Private Trust President, Nick Bertha, details risk mitigation strategies in Chief Executive.
The closer you get to the goal, the more concentrated the risk. Consider these concrete financial strategies to pave a path to the end zone.
Fieldpoint Private Trust President, Nick Bertha, discusses estate planning in Financial Advisor.
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Nick Bertha of Fieldpoint Private On The 5 Things You Need To Understand About Cryptocurrency
Director of Wealth and Trust Planning, Nick Bertha, was interviewed by Tyler Gallagher of Authority Magazine as part of an ongoing interview series in which leaders and experts weigh in and share insights on understanding cryptocurrency.
Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
The new trust company leverages the benefits of America’s most progressive tax laws for clients. Greenwich, CT – May 4, 2022 – Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. Tim Tully, executive chairman,…
Tax Alert: Here We Go Again?
As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington…
Tax Alert: The Changing Calculus
Ways & Means weighs in on Biden Tax Proposals, with significant changes.
Weekly Perspective: Is That All There Is… to a Tax Increase?
I like to imagine that there is a mysterious, lost fifth verse of Peggy Lee’s “Is That All There Is?” (not too dissimilar from that enigmatic third verse of “Friends in Low Places”). In my parallel song universe, she solemnly describes the prospect of higher tax rates as an investor…
U.S. Tax Strategies For Cross-border Families
For cross-border families, the U.S. is actually one of the world’s great tax-havens.
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…
Charitable Remainder Unitrust (CRUT)
Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.
Dynasty Trust
The dynasty trust enables families to protect and accumulate wealth, unlike any other planning technique.
Grantor Retained Annuity Trust (GRAT)
Gift the future growth of assets, potentially free of gift and estate tax, while retaining for yourself the initial value as an annuity stream.