Advice and Perspectives

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

Spousal Limited Access Trust (SLAT)

Remove over $23 million from your taxable estate while effectively retaining the use of those assets for your family, protecting them from creditors, possibly for perpetuity.

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U.S. Tax Strategies For Cross-border Families

f you are an American citizen of means, you probably consider taxes to be one of your primary financial┬áconcerns and put considerable effort into making sure you are not paying more than you have to. So the following statement might shock you: The United States is a tax haven. The…