Congratulations to Harlan Parrish, champion of education, named Bonita Springs Citizen of the Year Original article: Harlan Parrish, champion of education, named Bonita Springs Citizen of the Year By Thaddeus Mast, Naples Daily News HARLAN PARRISH, 2019 CITIZEN OF THE YEAR AND PRESIDENT OF FINEMARK NATIONAL BANK AND TRUST, LEE COUNTY, ACCEPTS HIS AWARD AT …
Opportunity Zones
Opportunity Zones May Offer Solution to Large Unrealized Capital Gains. Written By: Paul D. Blatz and Dean Borland When Congress passed the Tax Cuts & Jobs Act in December 2017, most of the fanfare focused on the savings it bestowed on individual and corporate taxpayers. But the law also established a new program that may …
Congratulations to FineMark friend and client, Hale Irwin, for receiving the PGA Tour’s 2019 Payne Stewart Award
Hale Irwin was presented with this prestigious award at a recent ceremony in Atlanta. The Payne Steward Award is given each year by the PGA TOUR to a professional golfer who best exemplifies Stewart’s steadfast values of character, charity and sportsmanship. Stewart, an 11-time winner on the PGA TOUR and World Golf Hall of Fame …
FineMark’s New Building Update
FineMark is on schedule to begin construction on the bank’s newest and largest office, located in Fort Myers, Florida next month. Demolition on the existing property began in June and is nearing completion. The 3-story, 60,000 sq. foot building will take approximately 15-months to complete. Here are some pictures taken throughout the impressive demolition process. …
Beyond The Game: How Athletes Invest
FineMark Bank’s Christopher Highmark shares insights on how to invest like an athlete in the July/August issue of Private Air Magazine. Professional athletes have the potential to amass large sums of money over a relatively short time frame. Unfortunately, the majority of them do not have lengthy careers and consequently, do not retain significant amounts …
Transferring Your Values, Not Just Your Bank Account
Transferring Your Values, Not Just Your Bank Account – FineMark Bank’s Tim Nguyen discusses heir education in the July/August issue of Private Air Magazine. When confronted with how best to transfer wealth to younger generations, most families invariably focus on preservation, taxation and governance. Success in these areas, however, is no assurance that younger generations …
2019 Second Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust July 2019 | Volume 4 | Issue 3 “It is not from the benevolence of the butcher, the brewer, or the baker that we expect our dinner, but from their regard to their own interest.” – Adam Smith, Scottish Economist (1723-1790) …
Donating to Charity Directly From Your IRA: Less Money to Uncle Sam While Supporting a Good Cause
Since the new tax legislation went into effect last year, we have noticed a shift in the way some individuals donate. Instead of simply writing a check to a charity, they are donating directly from their traditional IRA. You may consider doing the same if you answer ‘yes’ to the following questions: Are you charitably …
Iconic Atrium makes way for FineMark headquarters
Iconic Atrium makes way for FineMark headquarters BY GLENN MILLER Florida Weekly Correspondent Lee County history at a busy south Fort Myers intersection is disappearing day-by-day, truckload by truckload, vanishing forever. The past in question was once a mall initially called the Rafters and then the Atrium, a 127,000-square-foot shopping center now headed to the …
Be Prepared for a Hurricane
Hurricane season begins tomorrow, June 1. We encourage you to review the following guidelines for staying safe, protecting your property and preparing financially in the event a hurricane is headed your way. Download FEMA’s Stay Safe Guide Download FineMark’s Be Financially Prepared Guide Hurricane season begins tomorrow, June 1. We encourage you to review the …
Tips on How to End Telemarketing Calls
The Federal Trade Commission (FTC) defines telemarketing as a plan, program or campaign to sell goods or services over the phone. Most telemarketing companies abide by guidelines set forth by the FTC and Federal Communications Commission (FCC). However, there are telemarketers who are out to defraud consumers by using unfair and/or deceptive trade practices. You …
FineMark National Bank & Trust Sees Increasing Demand for Independent Wealth Management Services
In response to strong growth, FineMark expands team to serve client needs. About Wendy W. Kopp Wendy W. Kopp returns to Charleston with nearly three decades of experience leading private wealth management. Prior to joining FineMark, Mrs. Kopp was a senior manager at Capital Group Companies in Atlanta as investment counselor for its Private Client …
