Additions Bolster Firm’s New York and New England Presence. GREENWICH, CT – September 23, 2024 – Fieldpoint Private announced a series of private banking hires that mark a significant expansion in the firm’s New York metro and New England presence. The bank serves entrepreneurs, families, businesses and institutions directly, as…
Fieldpoint is honored to be recognized by Global Finance for the second year in a row as one of the world’s best private banks in 2023. We are heartened that the investments we have made have fueled our 40% growth this year – with a particular emphasis on serving entrepreneurs…
Fieldpoint Private’s Nick Bertha, President of Fieldpoint Trust provides insights and actionable strategies families might want to consider in a new article for Family Wealth Report. Bertha notes that some of the most powerful trust planning techniques are often overlooked or misunderstood by those who can benefit from them the…
Awards include global recognition as best boutique private bank.
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.
Fieldpoint Private welcomes key industry hires in private and commercial banking.
Fieldpoint Private Trust leverages the benefits of America’s most progressive tax laws for clients.
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast.
‘Shine a Light’ calls on Americans to express tribute and gratitude through service to one another.