About Sageworth trust company
Sageworth Trust Company: A Comprehensive Approach to Wealth Management
Sageworth Trust Company is a private trust company that specializes in providing comprehensive wealth management services to highly successful families. With a focus on managing the challenges and opportunities that arise from substantial wealth, Sageworth offers its clients an integrated approach to growing and preserving their family's wealth.
As a shared family office, Sageworth provides its clients with access to a team of experienced professionals who work together to provide customized solutions tailored to each client's unique needs. From investment management and financial planning to estate planning and tax strategies, Sageworth's team of experts has the knowledge and experience necessary to help clients achieve their financial goals.
One of the key benefits of working with Sageworth is its commitment to transparency. Unlike many other wealth management firms, Sageworth operates as a fiduciary, which means that it always puts its clients' interests first. This commitment is reflected in the firm's fee structure, which is based on assets under management rather than commissions or other hidden fees.
Another advantage of working with Sageworth is its focus on education. The firm believes that informed clients are better able to make sound financial decisions, so it provides regular educational seminars and workshops designed to help clients stay up-to-date on the latest trends in wealth management.
In addition to its core services as a private trust company and shared family office, Sageworth also offers full-service wealth management solutions. This includes access to an extensive network of investment managers who specialize in various asset classes such as equities, fixed income securities, real estate investments trusts (REITs), hedge funds and private equity funds.
Sageworth also provides estate planning services designed specifically for high-net-worth individuals. This includes assistance with creating wills and trusts; minimizing estate taxes; transferring assets between generations; charitable giving strategies; business succession planning; asset protection strategies; insurance analysis and more.
Overall, Sageworth Trust Company is an excellent choice for families looking for a comprehensive approach to wealth management. With its focus on transparency, education and customized solutions, Sageworth is well-positioned to help clients achieve their financial goals while minimizing risk and maximizing returns.