We’re pleased to share that FineMark National Bank & Trust has entered into an agreement to merge with Commerce Bank, a leading U.S. financial services provider known for 160 years of strength, innovation, and community. Together, we’ll serve clients with more than $36 billion in assets and over $80 billion in assets under administration; uniting …
Financial Readiness Checklist for Hurricane Season
Are you ready for hurricane season? Explore three video topics on financial preparedness. The first video covers creating a financial readiness checklist, the second focuses on securing the home and protecting assets, and the third addresses post-storm steps. Each video provides practical advice for financial security during uncertain times. Part 1 – Financial Readiness Checklist …
2024 Annual Report
We are pleased to present our Annual Report. Our growth and achievements are made possible by your continued support. Upholding our core values, dedication to our clients, and community remains our top priority. Your confidence and trust in us are greatly appreciated. Wishing you a prosperous 2025 on behalf of the FineMark team.
UPDATE: FinCEN Extends BOI Deadline and Suspends Enforcement
FinCEN Updates Beneficial Ownership Reporting Requirements: What U.S. and Foreign Companies Need to Know The Financial Crimes Enforcement Network (FinCEN) has issued an interim final rule that removes the requirement for U.S. companies and U.S. persons to report Beneficial Ownership Information (BOI) under the Corporate Transparency Act. This decision, announced in alignment with the U.S. Department …
FineMark’s Pelican Bay Office in Naples, Florida Celebrated its 10th Anniversary!
Celebrating a Decade of Excellence: FineMark’s Naples Location at Pelican Bay Last week, we celebrated the 10th Anniversary of FineMark’s Naples Pelican Bay office, surrounded by our incredible community of clients and colleagues. This milestone not only marks a decade of dedicated service and growth in Naples but also highlights the strong relationships we’ve built …
Tax Deduction Basics: What You Need to Know
Tax deductions can be a powerful way to lower your taxable income and reduce your tax bill. But with multiple deduction options, how do you know which one is right for you? Here’s a breakdown of the two main types of deductions—standard and itemized—plus other potential ways to maximize your tax savings. Standard vs. Itemized …
2024 Q4 Shareholder’s Earnings Release
On behalf of everyone at FineMark Holdings, Inc.—the Board of Directors, the executive management team, and our dedicated associates—I am pleased to report on our performance for the fourth quarter of 2024.
2024 Q3 Shareholder’s Earnings Release
On behalf of everyone at FineMark Holdings, Inc.—the Board of Directors, the executive management team, and our dedicated associates—FineMark’s Chairman & CEO is pleased to report on our performance for the third quarter of 2024.
Review the Earnings Release
Change of Address for the Winter
Heading south for the winter or taking an extended vacation? Here are essential tips to safeguard your mail and information: Contact your financial institution: Not all institutions forward bank statements, like FineMark. Ensure to inform your bank of any forwarded mail status to avoid the return of your statements. Notify mail carriers at both your …
Interest Rates & Market Impact
On Wednesday, September 11th, our CIO, Chris Battifarano, and Tom Richmond, Co-Head of Taxable SMAs at Wasmer Schroeder (Schwab Asset Management), led a live discussion on interest rates and investment impacts. Their insights are crucial ahead of the Federal Reserve rate announcement on September 18th.
Market Update
Stock markets are beginning to regain footing today after the S&P 500’s worst day in nearly two years. Now investors are wondering, what caused this market turmoil and more importantly, what can we expect next. Chief Investment Officer Chris Battifarano explains.
[New Features] FineMark’s Business Banking App 5.0
New App Features Available We are pleased to announce the launch of Exception Decisions for Check & ACH Positive Pay and Approvals for Wire & ACH Origination in FineMark’s Business Banking App, giving you the ability to make time-sensitive decisions while on the go. Beginning August 6, 2024, you can view the essential details for …
