Fieldpoint insights give our clients a periodic, in-depth look at how we approach complex, contemporary wealth management strategies.
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…
On Friday, Nov 4, Fieldpoint’s Nick Bertha, President of Fieldpoint Trust & Director of Wealth and Trust Planning, and Adam Ercoli, Director of Commercial Banking joined Eric Dye of the Enterprise Podcast Network for an interview to discuss the common threats that entrepreneurs face when they are approaching a valuation,…
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.
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.
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.
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,…
As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington…
Ways & Means weighs in on Biden Tax Proposals, with significant changes.
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…
For cross-border families, the U.S. is actually one of the world’s great tax-havens.
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…
Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.