Tuesday, October 4, 2022
Home Tags Fieldpoint Private

Tag: Fieldpoint Private

New chief operating officer at Greenwich’s Fieldpoint Private

Yamaato will be based in the Atlanta office.

Fieldpoint Private launches trust company

The company is partnering with South Dakota Trust Co.

Greenwich’s Fieldpoint Private opens Atlanta office

This is the company's third office in the Southeast.

Financial consulting firm Mirador hits 5-year mark, eyes further expansion in...

The company has a branch office in Salt Lake City; a subsidiary, Mirari Wealth Limited, in Dublin, to serve clients with non-U.S. based investments; and is eying a possible physical expansion into Asia.

Fieldpoint Private recruits BNY Mellon team managing $900M in assets

The new team will expand the company's presence in Florida.

A rush on the season for giving

Top income earners are scrambling to take advantage of estate and gift tax rates before the Bush-era tax cuts end and the Affordable Care Act income tax increases take effect.