A New Kind of Trust Company in an Era Very Much in Need of One
Founded in 2021 by professionals with decades of trust experience, Fieldpoint Private Trust was created with a modern vision of customization and continuity.
Continuity of Understanding & Advice
We understand the essential nature of your relationship with your trusted wealth advisor. At Fieldpoint Private Trust, your trust remains closely aligned with the advisor team that deeply understands your objectives and will provide continuity of advice over time consistent with that understanding. This manifests in investment strategy and trust administration that remain faithful to your intentions.
Deep Respect for Independent Advice
We were not established with the self-interest of driving investment assets into an in-house money manager, but instead to serve as an independent trust administrator and source of advice, always true to the intentions of the grantor. We embrace structures in which the investment management is based on an open architecture platform, advised according to the wishes of the grantor.
A Most Sensible Situs
While a trust can be domiciled anywhere, we chose South Dakota, whose trust laws have earned widespread recognition as the most trust-friendly domicile (or “situs”) in the country.
Our trust administration team is powered by South Dakota Trust Company, with a team dedicated to Fieldpoint Private’s services, defined by client-first excellence earned through 20 years of experience in the modern trust era.
Leadership
120+ years of combined experience working with some of the world’s wealthiest families on complex wealth transfer techniques and execution.
Your Trust Can be Anywhere. Why South Dakota?
The state representing the location (or situs) of your trust can make the difference between performance that meets your wishes, or falls far short.
As a Fieldpoint Private Trust client, your trust will reside in South Dakota. Thanks to the nation’s most modern trust laws, the absence of state tax on trust assets1, top of the line asset protection and privacy laws and a host of other reasons, South Dakota has earned a reputation as the most advanced, creative and progressive trust jurisdiction in America, rated #1 by Trusts and Estates magazine2.
South Dakota was one of the first states to introduce the concept that a trust could be designed to exist in perpetuity and transfer assets generation after generation, free of the tax system that has historically eroded so much wealth from so many families.
Moreover, thanks to favorable statutes the state offers strong domestic asset protection, helping to insulate trust property interests from access by third parties. This asset-protection strength extends to LLCs and LPs, as well.
