Advice and Perspectives

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

Dynasty Trust

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

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…