A New Kind of
Trust Company
We provide delegated and directed trusts, and a full range of trust services, in America’s best trust situs. Importantly, we respect deeply your relationship with your trusted advisors, and work to ensure your trust remains closely aligned with the the professionals who best understand your objectives and will provide continuity of advice over time.
Advanced Charitable Gifting Strategies (Doing Well by Doing Good!)
Introduction In charitable gifting, while doing good should always be the prime directive, a well-known adage is to “do well by doing good”! Traditional gifts of cash or property directly to qualified charitable organizations benefit the charity and also the donor by creating income tax deductions for them.1 Gifts can…
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Nicholas Bertha
President, Fieldpoint Private Trust, LLC