A Shared Family Office

Sageworth has a dedicated and highly experienced Family Office team ready to design, coordinate and execute our clients’ financial, estate and succession plans, as well as handle financial administrative tasks.

Collaborating with our clients’ other advisors, Sageworth’s Family Office team is focused exclusively on serving each family’s unique needs.


Shared Family Offices services

  1. Multi-generational wealth transfer and tax planning
  2. Financial and retirement planning
  3. Charitable planning, including private foundation management and administration
  4. Independent and objective life insurance analysis
  5. Education and advice for all generations
  6. Administration of personal family finances, including bill payment, bookkeeping and payroll