Fieldpoint Private Bank & Trust is a premier financial institution based in New York, NY, offering a comprehensive range of personalized banking, trust, and wealth management services. With a client-centric approach, they serve as advocates for their clients, aligning their interests with trusted independent wealth advisors to strengthen and sustain wealth. Fieldpoint Private differentiates itself through its commitment to personalized service, innovative products, and cutting-edge technologies, all aimed at freeing up the most valuable resource of all - time.
Fieldpoint Private Bank & Trust provides a wide array of services, including personal and commercial banking, trust services, and wealth transfer planning. Their commercial banking offerings encompass various loan options, credit strategies, and tailored solutions to meet the unique needs of businesses. In the personal banking realm, they offer checking accounts, online banking, mortgages, and treasury management services. Additionally, their trust services focus on delegated and directed trusts, ensuring the continuity of legacies and fidelity to clients' intentions. With a strong emphasis on language and philosophy, Fieldpoint Private distinguishes itself by fostering deep relationships with families and their trusted advisors, without ever referring to them as customers.
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