Sageworth Trust Company

Overview

Sageworth coordinates investment, fiduciary, planning, business advisory, and administrative work for families and business owners. The firm reports serving more than 100 family groups around the world.

History

Sageworth was founded in 2001 by Tim Brown and the principals of six prominent families.

Leadership

Tim Brown is a founder of Sageworth.

Services

Sageworth’s investment advisory services include comprehensive investment advice, strategic asset allocation, risk management, asset management, research, consolidated reporting, and performance analysis.

The firm says it manages assets in the context of each family’s financial situation and objectives, emphasizing purposeful investing, risk management, fiduciary responsibility, execution, and clear communication.

Shared family office services include multigenerational wealth transfer and tax planning, financial and retirement planning, charitable planning, life insurance analysis, family education, and personal finance administration.

Sageworth’s private trust company can serve as executor, trustee, guardian, agent, and custodian, supporting continuity in clients’ financial affairs across generations.

Its fiduciary services include independent trusteeships, trust and estate administration, fiduciary support for company-sponsored retirement plans, specialty-asset administration, and trusteeship for family foundations and charitable trusts.

Sageworth says its trust team works with South Dakota trusts and handles sophisticated tax planning and trust governance strategies involving private businesses and real estate interests.

Business advisory services cover sales of closely held businesses, ownership succession planning, business and real estate acquisitions and reorganizations, data analytics, ownership-structure optimization, and board representation.

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Business owner services
• Private and alternative investments
• Retirement planning

Client Focus

Sageworth advises business and real estate owners, drawing on experience with family-owned businesses and real estate interests.

Approach

Sageworth describes its approach as collaborative across disciplines, with staff combining their expertise to serve clients as a team.

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

  The Multifamily offices in PA page helps Pennsylvania families compare how shared family offices and private wealth firms organize investment, tax, fiduciary, and administrative work. It gives a business owner considering Sageworth a regional starting point for identifying service models that may fit complex family and company needs.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and estate planning topics. A family considering Sageworth can use these materials to outline questions about trusts, transfer planning, fiduciary roles, and coordination between personal wealth, business interests, and future beneficiaries.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Business owners reviewing Sageworth's services can use it to think through succession, governance, ownership transitions, family education, and the planning support that may be needed alongside investment and administrative work.

• GuideData privacy and security with an MFO

  The Data privacy and security with an MFO page explains issues families should review when sharing financial, estate, business, and household information with an outside office. It can help a prospective Sageworth client prepare questions about records, access controls, communication practices, and protection of sensitive data.

• Similar firmsHandwerk Multi Family Office
  Keystone Family Office
  Apex Financial Advisors, Inc.

  Profiles of Handwerk Multi Family Office, Keystone Family Office, and Apex Financial Advisors, Inc. provide additional points of comparison on this site. Reviewing them alongside Sageworth can help a family or business owner compare stated services, client focus, planning specialties, and the types of support available from similar firms.

Sources

1. Sageworth
2. Investment Advisors
3. Shared Family Office
4. Private Trust Company
5. Business Advisors

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.