The Tax Cuts and Jobs Act is preprogrammed to sunset, but with the new administration the possibilities for extension — or even expansion — are coming into focus. Should you still consider gifting assets, establishing trusts or exploring possible shifts to your income tax strategies? Nicholas Bertha III, President of Fieldpoint Private Trust breaks down the latest developments and what they might mean for your forward financial plans. https://lnkd.in/eNeVef_P hashtag#privatebanking hashtag#taxplanning hashtag#estateplanning hashtag#income-tax
About us
Fieldpoint Private provides personalized private and commercial banking services. Headquartered in Greenwich, Connecticut, with offices spanning the Northeast and Southeast, the bank has $1.4 billion in assets. Catering to RIA's, successful individuals, families, entrepreneurs, businesses and institutions, Fieldpoint Private offers a reciprocal combination of private banking and business banking services. Through a comprehensive understanding of clients’ individual financial circumstances Fieldpoint Private furnishes unbiased advice and personal service to free up the one resource that, regardless of means, no one can ever have enough of: time. Fieldpoint Private Bank & Trust, Member FDIC.
- Website
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http://www.fieldpointprivate.com/
External link for Fieldpoint Private
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Greenwich, CT
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Private Banking, Commercial Banking, and Trust and Estate Planning
Locations
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Primary
Get directions
100 Field Point Rd.
Greenwich, CT 06830, US
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Get directions
400 Park Avenue
New York, NY 10022, US
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Get directions
777 S Flagler Dr
West Palm Beach, Florida, US
Employees at Fieldpoint Private
Updates
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The Tax Cuts and Jobs Act is preprogrammed to sunset, but with the new administration the possibilities for extension — or even expansion — are coming into focus. Should you still consider gifting assets, establishing trusts or exploring possible shifts to your income tax strategies? Nicholas Bertha III, President of Fieldpoint Private Trust breaks down the latest developments and what they might mean for your forward financial plans. https://lnkd.in/eNeVef_P #privatebanking #taxplanning #estateplanning #income-tax
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Fieldpoint Private recently hosted a timely session at The New Jewish Home Adult Day Program, where Michael Ahmed discussed the crucial topic of “Keeping Yourself Safe from Financial Exploitation.” With elder financial abuse costing seniors billions annually, this session focused on recognizing warning signs and adopting protective measures. Fieldpoint Private is proud to support the communities we serve through education, advocacy and ongoing vigilance.
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Fieldpoint Private reposted this
This Veterans Day, we salute the brave men and women who've selflessly served our nation. Thank you for your courage and your enduring legacy of service. www.fieldpointprivate.com #privatebanking
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Fieldpoint Private reposted this
Fieldpoint Private is proud to support the Women’s Business Development Council's essential work to help women entrepreneurs build and grow businesses, advance economic prosperity and strengthen communities across Connecticut. www.fieldpointprivate.com #privatebanking
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This Veterans Day, we salute the brave men and women who've selflessly served our nation. Thank you for your courage and your enduring legacy of service. www.fieldpointprivate.com #privatebanking
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Fieldpoint Private is proud to support the Women’s Business Development Council's essential work to help women entrepreneurs build and grow businesses, advance economic prosperity and strengthen communities across Connecticut. www.fieldpointprivate.com #privatebanking
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Fieldpoint Private reposted this
It was great to discuss these features today with a valued client. Our extended FDIC insurance paired with enhanced layers of security help us protect our clients privacy and hard earned assets with ease.
At Fieldpoint Private, your online security is an essential priority. In an increasingly digital world, cyber threats are evolving but so are our efforts to keep your banking experience safe. We implement and maintain multiple layers of security and proactive measures to protect your financial well-being. Stay ahead of cyber risks with our tailored security solutions designed to protect your privacy and assets.
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At Fieldpoint Private, your online security is an essential priority. In an increasingly digital world, cyber threats are evolving but so are our efforts to keep your banking experience safe. We implement and maintain multiple layers of security and proactive measures to protect your financial well-being. Stay ahead of cyber risks with our tailored security solutions designed to protect your privacy and assets.
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