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        Under the best circumstances, the idea of estate planning can be uncomfortable, stressful and worrisome. That’s why we believe in partnering with our clients as soon as they’re ready—often early in their careers—to help ensure a plan is in place long before it’s needed.
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May 19, 2022

2021 Annual Report

Joseph R. Catti

Chairman & CEO

Review our 2021 Annual Report and letter from our Chairman and CEO, Joseph R. Catti. Our people once again went above and beyond and as a result, FineMark experienced a record year.

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2021 Annual Report

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