An Integrated Team Focused on You and Your Family
Imagine a closely aligned team, all coordinating with each other, focused on you and your family. We strive to bring simplicity, ease, clarity, confidence, and perspective to your financial matters. Peace of mind and family harmony can be the result of insights and integrated planning. That is why we are committed to providing you with the value and experience you deserve.
With Savant Private Trust, your team of in-house legal and tax advisors will work together to deliver a truly independent and efficient corporate trustee solution. By offering a professional fiduciary with extensive investment expertise that delivers local and personalized trust services, Savant provides a seamlessly integrated administrative platform.
Savant Private Trust can support client needs in all 50 states and has built a reputation for financial strength, security, safety, and stability.