Fieldpoint Private Trust President, Nick Bertha, details risk mitigation strategies in Chief Executive.

When you’ve built a successful business, it’s never too early to plan for its eventual sale. But the closer you get to the end goal, the more risk you’ll encounter.

To review the potential threats and discover concrete strategies for success, follow the link to Nick’s latest article here.

About Fieldpoint Private

Fieldpoint Private is a boutique private banking firm established at the onset of the financial crisis by 31 individuals including former Chairmen and CEOs of some of the most well-known and successful financial and consumer firms in America. Their intent was not to craft a firm that would emulate the large, established institutions, but to serve as an alternative. Dedicated to meeting the comprehensive financial needs of highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of private personal and commercial banking services in partnership with our clients’ most trusted advisors. In 2021, Fieldpoint Private founded Fieldpoint Private Trust, increasing the breadth of capabilities available to serve our clients in both sole trustee and co-trustee capacity.

© 2024 Fieldpoint Private. Banking services by Fieldpoint Private Bank & Trust. Member FDIC.
Trust services offered through Fieldpoint Private Trust, LLC, a public trust company chartered in South Dakota by the South Dakota Division of Banking.

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Nicholas Bertha
President, Fieldpoint Private Trust, LLC