SOURCE: Fieldpoint Private

Fieldpoint Private

July 21, 2016 08:30 ET

Ernst & Young Veteran Joins Fieldpoint Private

Marc Halsema Advises U.S. and International Family Offices and Business

GREENWICH, CT--(Marketwired - July 21, 2016) - Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra-high-net-worth families and institutions, today announced that Marc Halsema has joined the firm as Managing Director and Senior Advisor. His practice is based in Fieldpoint Private's New York City offices.

Mr. Halsema works with family-led businesses and family offices around the world to provide intergenerational wealth transfer and business planning advice on issues including succession, estate planning, risk management and asset protection, as well as family office structure and governance, philanthropy and wealth education.

Prior to joining Fieldpoint Private, he spent nearly two decades with Ernst & Young, most recently as Executive Director of its Global Family Office Services practice. Prior to that, he led Ernst & Young's family office practice in Moscow, Russia, as well as serving several years working with a boutique merchant bank in the Middle East.

"I have been honored to serve so many families in the U.S. and around the world, on such a broad spectrum of their wealth management and business issues," Mr. Halsema said. "What changes with Fieldpoint is that I am not simply giving advice -- I can execute on that advice. That ability to help my clients more directly, whether it be their investment portfolios, cash management or credit, profoundly changes the value I can deliver."

"Marc is exceptionally well traveled in the ultra-high-net-worth and family office space," said Robert Matthews, Fieldpoint Private's President and CEO. "For the family offices and businesses he works with, it is not only the technical sophistication behind his advice that matters, it's the objectivity. His clients are delighted that he can now execute on that advice, and do it at a firm that has no axe to grind."

About Fieldpoint Private
Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services.

Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people's individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client's financial needs.

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