Excellence. Sustainability. Growth.

Scroll Down

Sageworth works with highly successful families to manage the challenges and opportunities that arise from substantial wealth.

As a private trust company and shared family office, Sageworth offers its clients an integrated approach to growing and preserving their family’s wealth.

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

  • Ensure stability and continuity in their families’ financial affairs for generations
  • Take ownership of the management of their investments and planning activities
  • Obtain the services of a dedicated, trusted and talented professional staff
  • Share services alongside other successful families

Since then, Sageworth has grown to serve over 100 family groups located throughout the United States and internationally who share similar needs and objectives.

Sageworth’s highly experienced professional staff has backgrounds in investment management, law, accounting, trusts & estates, and mergers & acquisitions. Working closely together as a team, our staff is focused exclusively on serving each client and their unique needs. Like our clients, we are hardworking, disciplined, results-oriented and practical.