Fieldpoint Private Trust announced the appointment of Shirley Posada as Senior Relationship Manager, further strengthening the firm’s client advisory and fiduciary capabilities as it continues to expand its premier family office platform. Ms. Posada brings more than 20 years of experience as a senior client advisor, most recently at Northern…
Fieldpoint Private Trust announced the appointment of as President, Family Office, marking a significant addition to the firm’s leadership team as it expands its premier family office and advanced planning services. Mr. Donovan brings nearly 30 years of experience in tax, estate planning, and multi-generational wealth structuring for entrepreneurs, executives,…
The new trust company leverages the benefits of America’s most progressive tax laws for clients. Greenwich, CT – May 4, 2022 – Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. Tim Tully, executive chairman,…