Battle Card: Fieldpoint Private Trust Sales Trigger

🚀 Battle Card: Fieldpoint Private Trust

• Brian Donovan, President, Family Office · 🔗 LinkedIn

• New leadership boosts push on advanced planning and multi-family office services. This Fieldpoint Private Trust sales trigger highlights budget and mandate for scalable governance & reporting solutions. → Source

• Scalable wealth structuring & reporting across multi-gen families

• Efficient client onboarding & trust administration workflows

• Primary: Family Office Management Platform → Unified reporting & streamlined advisory ops (leveraging the Fieldpoint Private Trust sales trigger momentum)

• Expansion: Client Portal & Governance Toolbox → Real-time access & strengthened family governance

• HQ: Greenwich, CT

• Employees: ≈ 200

• Rev: ≈ $50 M

• Website: fieldpointprivatetrust.com

🤼 Competitive Intel

• Addepar — Wealth management & reporting
• Unique edge: Granular data aggregation across asset classes
• Evaluated by CSO & CIO for analytics depth

• SEI — Family office & trust accounting
• Unique edge: Integrated accounting, investment & trust modules
• Evaluated by Finance Director for compliance & audit readiness

• Black Diamond — Portfolio reporting & client portal
• Unique edge: Customizable dashboards & mobile access
• Evaluated by Client Services for digital engagement

• Orion Advisor Services — Wealth management platform
• Unique edge: API-rich ecosystem for advisor workflows
• Evaluated by IT for integration flexibility

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Family Office Management Platform❑
PROOF_METRIC  = ❑30% faster reporting❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Brian
COMPANY     = Fieldpoint Private Trust
DEPT        = Family Office
SIZE        = ≈25
BOTTLENECK  = scalable wealth structuring & reporting
EVENT       = leadership appointment
DETAIL      = appointed as President, Family Office
PAIN        = Scalable wealth structuring & reporting across multi-gen families
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250909748545&div=41152219
SIM_CO      = Northern Trust
WIN_METRIC  = 30% faster reporting
NEXT_SIZE   = ≈50
EMP_EST     = ≈200
REV_EST     = ≈50M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈25-person Family Office

Brian—noticed your Family Office team is ≈25.

That’s when scalable wealth structuring & reporting slows growth.

We helped Northern Trust fix this with Family Office Management Platform.

Result: 30% faster reporting.  
Quick call?

PS—next bottleneck hits ≈50.

DM ≤45 words, TONE:
Saw your post about appointed as President, Family Office — Scalable wealth structuring & reporting across multi-gen families.  
Family Office Management Platform. 30% faster reporting. Quick chat?