Fieldpoint Private Trust

A modern, custom approach dedicated to the continuity of your legacy and faithfulness to your intentions.

We are a new kind of trust company in an era very much in need of one, offering trusts that benefit from the most progressive trust laws in the country, and a purposeful congruity with the advisors and professionals on whom you rely the most.

The Fieldpoint Trust Story

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.

Wealth Bomb

The dynasty trust is the mother of all planning techniques. Its benefits and potential harm require serious thought and likely some soul searching.

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Nicholas Bertha
President, Fieldpoint Private Trust, LLC