TRUST

Unlike wealth, there is an infinite value in legacy.

CRISS JAML

WHO IS CORE WEALTH TRUST?

Born from a deep commitment to our clients, CORE Wealth Trust—a division of Sarasota Private Trust Company—was created to expand our ability to offer seamless trust and estate planning and administration solutions. Our mission is simple: to help you protect what matters most, ensuring your wishes are honored and your legacy is secured.

We invite you to get to know us—down to our core—and discover the philosophy that drives everything we do. As you explore these pages, we hope our approach resonates with you and brings meaning to your journey.

Because to us, living richly isn’t just about wealth—it’s about living with intention, clarity, and peace of mind.

YOUR LEGACY - OUR COMMITMENT CRAFTED TOGETHER

At the core of every thoughtful estate plan lie three realities: you’ve built meaningful wealth, your family is uniquely yours, and you need a trustee who brings expertise and care.

Meaningful Wealth

You’ve built something that matters – your business, your investments, your future. Your assets are more than numbers; they reflect your hard work and your values.

Individualized Dynamics

Every family comes with its own dynamics and decisions. We help you design a plan around the people, priorities, and values that matter most to you.

Complex Responsibility

Serving as a trustee is a responsibility that requires navigating legal, financial, and emotional complexities. We honor that responsibility with seasoned judgment, impartial guidance, and deep care.

WHY CORE WEALTH TRUST?

Strategic Affiliation

Our affiliation with Sarasota Private Trust Company positions us to offer world-class trust and estate services, with untapped experience.

Our Fiduciary Responsibility

We will act as a trusted fiduciary in all circumstances. What does this mean? We have a legal responsibility to act in your best interest — always.

Local Presence

Our advisors can meet you right where you are — even your home. This allows us to develop real, meaningful relationships with clients and their families.

AT YOUR SERVICE

  • When life changes, CORE Wealth Trust, a division of Sarasota Private Trust Company, is here to step in with continuity and care. We seamlessly pick up where you left off and assume full responsibility for your trust and estate administration.

    As a professional trustee, we handle every detail

    + Trust & Estate Distributions

    + Monitor and Manage Assets

    + File Trust Tax Return

    + Work Closely with Beneficiaries

    + Coordinate Valuations

    CORE Wealth Trust can serve as executor, sole trustee, and co-trustee of charitable trusts, foundation trusts, special needs trusts and varying other trusts.

  • We Go Beyond Traditional Asset Management.

    Our clients rely on us as a centralized resource for navigating the complexities of wealth – from managing daily financial matters to long-term planning.

    Our key services include bill payment, tax return preparation, and financial consulting.

    We also offer a suite of family office services tailored to your unique needs, including cash flow analysis, charitable giving strategies and distribution management.

    These services are fully integrated into our client experience and clients gain access to this concierge-level service at no additional cost.

    But more importantly, we assist with the personal side of wealth – helping clients downsize their homes, organize personal caregivers, and help inventory personal property. It’s about being there when it matters most.

  • Working alongside your estate planning attorney, we help craft a comprehensive plan designed to reflect your values, preserve your wealth, and ensure your intentions are carried out with precision.

    From preparing for a smooth business transition to structuring charitable gifts, we help align your plan with the bigger picture of your legacy. Our team comes together to develop tax-efficient strategies that preserve wealth across generations and fulfill your goals.

  • Our Investment Strategy Starts With You.

    Guided by our research analysts and portfolio managers, we help you make sense of an often-overwhelming landscape of options. We begin by identifying your risk tolerance, time horizon, and investment objectives. From there, we focus on careful asset allocation, designed around diversification, and tax sensitivity to deliver all future investment returns with clarity and purpose.