Sageworth works with highly successful families to manage the challenges and opportunities that arise from substantial wealth. As a private trust company, shared family office and full-service wealth management firm, 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 80 family groups located throughout the United States and internationally who share similar needs and objectives.
Sageworth develops an in-depth understanding of each client’s accumulated wealth and exactly what it means to them. We give our clients the confidence and comfort that their legacy is secure… for both them and future generations.
