As Southwest Florida begins the long road to recovery in the aftermath of Hurricane Ian, we want to provide you information to help in the process. Unfortunately, that means arming you with information to avoid being taken advantage of by fraudsters. After a disaster, scam artists, identity thieves and other criminals are out, trying to take advantage of disaster survivors.
Watch an exclusive interview with FineMark’s Chairman and CEO, Joseph R. Catti and Fort Myers President, Tiffany Williams as they discuss the history of FineMark’s Shell Point office, and the bank’s impact within the community.
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 second quarter of 2022.
In celebration of National Culinary Arts Month, we want to extend appreciation to our Executive Chefs for allowing us to get to know our clients more personally over a masterfully crafted meal.
We would also like to take this time to welcome Executive Chef Daniel Diaz to our new Jupiter, Florida location. Chef Diaz studied culinary arts at Le Cordon Bleu College of Culinary Arts in Miami and has an extensive culinary background. Thank you for being part of the FineMark Family.
FineMark’s Dave Highmark did a very special virtual interview with three-time U.S. Open winner and Hall of Famer, Hale Irwin. The two talked about Hale’s experiences at this major championship, along with this year’s U.S. Open: the course, the players, and the pressures of competition.
Hurricane season is here and while you likely know how to secure your property and what supplies to stock up on, financial preparedness is also important. FineMark offers suggestions on how to identify, collect and update your personal and financial information before a storm strikes.
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.
FineMark National Bank & Trust celebrates 12 years of partnership with Habitat for Humanity of Lee and Hendry Counties by making a $1 million pledge to affordable housing. Over the next three years, this generous pledge will support Habitat’s mission of providing decent and affordable housing to families in need.
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 first quarter of 2022.
Watch a video walkthrough of our new Naples office to see the exciting progress. The new office, scheduled to open in the coming weeks, will be closer and more convenient to those who live and work in downtown Naples. Want to learn more about our downtown Naples office? Learn more here.
With the Russian invasion of Ukraine impacting inflation, interfering with global food supplies, and wreaking havoc within the oil and fertilizer industries, continued market volatility seems imminent. But that doesn’t mean your portfolio will also be unstable. Executive Vice President & Chief Investment Officer Chris Battifarano offers FineMark’s perspective on today’s market realities and shares why diversification may be the key to a resilient portfolio.
Do you divide your time between Florida and another state? If so, it may be time to consider declaring Florida as your domicile (your “true, fixed permanent home”). Consider these benefits: Florida has no state income or inheritance/estate tax, has a real estate tax exemption of $50,000 annually, and offers Homestead Protection (some restrictions apply).