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Ernst & Young veteran joins Fieldpoint Private

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Fieldpoint Private, a wealth advisory and private banking firm serving ultra-high-net-worth families and institutions, has appointed Marc Halsema as managing director and senior adviser.

His practice is based in Fieldpoint Private's New York City offices.
 
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 honoured to serve so many families in the US and around the world, on such a broad spectrum of their wealth management and business issues," says Halsema."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 travelled in the ultra-high-net-worth and family office space," says 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."

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