Trust Administration for Families & Their Advisors
Fieldpoint Private Trust provides delegated and directed trust administration in premier jurisdictions that keeps family advisors at the center.
We work alongside your chosen advisors with open architecture and no proprietary products, dedicated to building and protecting your legacy across generations.
100B
Over $100 billion in trust assets under administration
100
Over 100 billionaires & 300 centimillionaires among current clients
25%
Over 25% of the Forbes 400 advised
600Y
600 years of combined experience
Working with Attorneys & Advisors
Among trust and estate attorneys, South Dakota is widely recognized for its advantages for clients who wish to protect their legacies and family values for future generations. Fieldpoint Private Trust can work with an attorney to plan and implement trusts that will clearly meet the situs requirements for South Dakota.
Our goal is to add value to the attorney-client relationship; remaining responsive at all times, with a “can-do” attitude.
We will facilitate attorney’s needs with respect to forms and required language, statutory and technical assistance, and planning options.
Should a client not have an attorney, or if an attorney is looking for “of-counsel” assistance, we will provide referrals to lawyers familiar with South Dakota law, trust drafting, and planning strategies.
Modern, Comprehensive, with an Independent Spirit
We serve as corporate trustee either in a sole trustee capacity, fully responsible for all administrative aspects of a trust, or as co-trustee, serving as an administrative partner providing a flexible range of services.
Delegated or Directed Trust
Our delegated and directed trust structures provide families and their advisors with flexibility and control. Unlike traditional trust models where the trust company makes all investment decisions, our approach allows you to designate your chosen investment advisor to manage trust assets while we handle fiduciary administration.
Open Architecture Custody
Clients need not transition assets custody to us. Clients may custody trust asset with any qualified firm of their choosing. We are also able to custody non-traditional assets such as real estate, hedge funds etc.
Distributions
Fieldpoint Private Trust will manage distributions of principal and income (whether mandatory or discretionary) in accordance with the terms of the trust.
Reporting
Comprehensive trust accounting and transparent reporting through secure online access. Each account appears as a detailed line item on trust statements, with market values updated periodically to reflect accurate valuations. Beneficiaries and advisors receive regular reports, tax documents, and on-demand access to trust records, ensuring complete visibility into trust administration and performance.
Trust Accounting
We will provide complete trust accounting via a feed from the trust’s custodian. We will show each account as a line item on our books and through internet access adjust the market values periodically to reflect accurate trust valuations.
Planning & Advice
In light of our knowledge of changing tax law, and the knowledge we gain regarding your family and beneficiary dynamics, we embrace the opportunity to work in close consultation with your trusted advisor to keep estate plans up to date, using the most recent and advanced estate planning techniques.
