Private Trust Company

Sageworth is organized as a private trust company to ensure continuity in our clients’ financial affairs for generations.

In fulfilling our fiduciary obligations, Sageworth is able to serve our clients as executor, trustee, guardian, agent and custodian. Hallmarks of Sageworth’s fiduciary services include:

  • Independent trustee for testamentary and lifetime trusts, including marital, multi-generational, asset protection, QPRTs, GRATs and life insurance trusts
  • Expert trust and estate administration
  • Uniquely qualified to deal with specialty assets, such as closely-held business interests, investment real estate and other illiquid assets
  • Trustee for family foundations and other charitable trusts
  • Fiduciary for company-sponsored retirement plans