The SageTrust Difference: Don’t Worry, We’ve Got This!
Diverse Perspective and Collaborative Approach
At SageTrust™ Law Group, we bring a unique and diverse perspective from over 75 years of combined experience in private law practice, Big Four accounting, trust/private banking, and family office firms.
Our diverse perspective fosters collaborative relationships with financial advisors and their clients, and allows us to fully serve our clients’ needs.
Customized, Understandable and Affordable Advice
We listen carefully to help identify what is most important to you and your family. We cut through the legalese, and design a customized plan that is flexible, easy to understand, and affordable. We guide you through the process to accomplish your goals every step of the way.
We work with families to tackle the administrative complexities of settling an estate, administering a trust, and handling the financial affairs of a loved one who is no longer able to handle such matters themselves.
With our combined trust/private banking experience, we are uniquely qualified to serve as a professional independent trustee for select clients, and can provide continuity in investment management by working with your designated financial advisor to manage your assets in the event of incapacity or death.
Click here to download a summary of The SageTrust Difference.