Shared Family Office

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

  • 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 & payroll
  • Education and advice for all generations


In addition, drawing on our extensive experience dealing with family-owned businesses and real estate interests, Sageworth advises business and real estate owners on a wide variety of topics, including the following:

  • Sales of closely-held businesses
  • Ownership succession planning
  • Business and real estate ownership structuring
  • Business and real estate sales, acquisitions and reorganizations
  • Available to serve on corporate boards