Fieldpoint Private Wins Three Global Private Banking Innovation Awards
Awards include global recognition as best boutique private bank.
Fieldpoint Private Trust President, Nick Bertha, discusses estate planning in Financial Advisor.
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 Strengthens Banking Team Adding Four Managing Directors
Fieldpoint Private welcomes key industry hires in private and commercial banking.
The Metamorphosis of American Financial Literacy
Several studies and national surveys show that many adults living in America lack some of the most basic knowledge and skills needed to engage in healthy financial decision-making. In fact, according to the Standard & Poor’s Global Financial Literacy Survey, only 57% of American adults can be considered to be…
Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
Fieldpoint Private Trust leverages the benefits of America’s most progressive tax laws for clients.
Whitepaper: Phishing, Hacking, Data Breaches and Other Nuisances of Modern Life That Need Not Afflict You.
It is an unfortunate reality of modern life that we are all just a click away from our own personal online armageddons. However, by following just a handful of simple tips you can protect yourself from the vast majority of malicious attempts that might otherwise compromise your personal information, and…
Tax Alert: Here We Go Again?
As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington which cause much consternation, sometimes prophylactic, proactive tax planning, and yet in the end do not come to fruition. The current poster child being last year’s tax law legislation that continues to flounder on…
A Great Yachting Migration
The pandemic and subsequent supply chain disruptions have made for a chaotic past few years in the yachting industry. This year’s Discover Boating Miami International Boat Show shows signs that the industry is still in flux. Over the course of the boat show, reporters from Florida Trend interviewed sales representatives,…
Five Trends We’re Watching For the Future of Yachting
The annual Fort Lauderdale International Boat Show wrapped up after five days of exhibits and attractions at the Bahia Mar Yachting Center. As the world’s largest in-water boat, attendees were able to meet with full field of exhibitors and a wide variety of vessels.
Fieldpoint Private Earns Global Honor as Best Boutique Private Bank
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast.
Tax Alert: The Changing Calculus
Ways & Means weighs in on Biden Tax Proposals, with significant changes.
Fieldpoint Private to Sponsor CNN 9/11 Anniversary Remembrance
‘Shine a Light’ calls on Americans to express tribute and gratitude through service to one another.