Wealth Planning
Our founders recognized that Fieldpoint Private’s clients – like they, themselves – would not simply be transferring assets one day, they would be transferring values and the opportunity to live them. Accordingly, we work closely with client families and their trusted advisors to understand such values fully, and then craft strategies designed to protect and convey them to the next generation and beyond.
Services
- Complementary due diligence and advice on existing estate plan
- Estate and tax planning across full range of strategies
- Philanthropic planning
- Asset protection strategies
- Family wealth education, communication and governance
- Advise on selection / preparation of a Trust Protector
- Trust planning and administration services*
*Trust administration through Fieldpoint Private Trust
We provide delegated and directed trusts as well as a full range of services that benefit from the most progressive tax laws in the country. Of equal importance, we furnish a purposeful congruity with the advisors and professionals on whom you rely the most so that we may provide continuity of advice over time.
