Your Wealth Legacy is Built Here.
About Fieldpoint Private Trust Family Office
Fieldpoint Private Trust Family Office serves a community of ultra-high-net-worth individuals and families who understand that preserving and growing generational wealth requires more than investment management—it demands a trusted partner deeply invested in your family's long-term success.
Our goals-based investment approach bridges wealth preservation, growth, and aspirational objectives, allowing families to more fully enjoy the security of maintained lifestyle, the confidence of growing impact, and the opportunity for transformational legacy creation.
At Fieldpoint Private Trust Family Office, we architect sophisticated wealth structures that build enduring legacies.
Laying the Foundations for Your Enduring Legacy
As a specialized provider of multi-generational wealth legacy solutions, Fieldpoint Private Trust Family Office helps clients and their families preserve, maintain, and enhance wealth with comprehensive solutions based on distinct timeframes ensuring your wealth serves its highest purpose.
Our integrated approach delivers seamless coordination of trust services, investment management, and family office operations under one unified team of experts. We offer an open architecture platform that provides access to premier traditional and alternative investments through an institutional-grade custodian, free of proprietary conflicts.
Comprehensive Family Office Services
Sophisticated wealth architecture designed to preserve your family's legacy across generations. We partner with your advisors to create tailored structures including dynasty trusts, private family trust companies, and directed trust architectures that provide both protection and flexibility for evolving family needs.
Our Approach:
- Strategic wealth transfer planning aligned with family objectives
- Premier jurisdictional trust solutions through South Dakota platform
- Ongoing fiduciary oversight and trust administration
- Coordination with existing legal and tax advisors
Navigate the profound questions every wealthy family faces with expert guidance on preserving both wealth and wisdom across generations. We help families establish governance frameworks, facilitate meaningful family dialogue, and address how success strengthens character while preparing the next generation for responsible stewardship.
Our Approach:
- Family governance structure design and implementation
- Next generation engagement and financial education
- Business succession and leadership transition strategies
- Multi-generational communication facilitation and conflict resolution
Goals-based portfolio construction aligned with your family's specific timeframes rather than generic benchmarks. Our open architecture platform provides access to premier traditional and alternative investments through institutional-grade custody, free of proprietary conflicts.
Our Approach:
- Strategic asset allocation across goals-based timeframes
- Access to institutional-quality alternative investments
- Tax-advantaged equity strategies and custom benchmarking
- Comprehensive performance reporting and portfolio consulting
Transform charitable giving into a unifying force for multiple generations. We help families establish and manage giving structures that align with your values while providing significant tax advantages and creating meaningful community impact.
Our Approach:Â
- Charitable planning and foundation establishment
- Donor-advised funds and supporting organizations
- Integration with overall wealth and estate strategy
- Multi-generational engagement through shared philanthropic mission
Expert guidance for families where business represents a core source of wealth and legacy. We provide sophisticated planning for ownership transitions, management succession, and business structure optimization while preserving the culture and values that made the business successful.
Our Approach:
- Business transition planning and structure consulting
- Succession planning for ownership and management
- Coordination of business and personal wealth strategies
- Exit planning and liquidity event management
Proactive tax strategy integrated with your overall wealth plan. We work closely with your existing tax advisors or connect you with trusted specialists to ensure seamless execution from planning through filing, with no surprises at tax time.
Our Approach:
- Income tax minimization and strategic planning
- Multi-state residency and domicile considerations
- Coordination of entity returns (partnerships, trusts, foundations)
- Capital loss harvesting and charitable giving strategies
Clarity and confidence in your financial picture through proactive liquidity management. We stress-test your liquidity profile against potential market shifts and life events, ensuring optimal positioning for both expected and unexpected needs.
Our Approach:
- Short-term and long-term liquidity modeling
- Cash flow projections and budget planning
- Credit line establishment and maintenance
- Strategic evaluation of liquidity options across multiple timeframes
Operational excellence that frees you to focus on what matters most. Complete family office infrastructure including bill payment, financial coordination, document management, and comprehensive reporting for individuals, families, and related entities.
Our Approach:
- Bill payment for households and entities (trusts, LLCs, partnerships, foundations)
- Financial document management and centralized record keeping
- Activity reporting and reconciliation
- Coordination with investment, tax, and legal advisors
By Referral Only
We believe the most meaningful relationships grow from trusted introductions. Our clients come to us through referrals from existing families we serve and the professional advisors, accountants, and attorneys who know us best.
This approach allows us to maintain the intimate, boutique experience our families expect while ensuring a shared commitment to fiduciary standards and the transparency necessary to build an enduring wealth legacy.
If you have been referred to us by a current client or professional partner, we welcome the opportunity to explore how we might serve your family's unique needs.
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