Shared Family Office

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

Diagram of the interconnectivity of Sageworth services as described below

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 include:

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