# Sageworth Family Office

Sageworth Family Office is a Multi Family Office based in Lancaster, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lancaster, United States
- **Region:** North America
- **Address:** Lancaster, PA, United States
- **Founded:** 2001
- **Assets under management:** 2.3B (Altss estimate)
- **Website:** sageworth.com
- **LinkedIn:** https://www.linkedin.com/company/sageworth-trust-company/

## Regulatory record

- **Reports private funds:** No

## About

Sageworth Family Office was established in 2001 by Tim Brown and six Pennsylvania business families. Brown continues as founder and CEO while also serving on external boards including Utz Brands. The firm deploys capital across real estate, infrastructure, commodities and digital assets. It executes through direct holdings, co-investments and select fund commitments. Confirmed positions include board representation at Utz Brands and service relationships with High Holdings. Operations center on North America with primary activity in the United States and limited exposure to adjacent markets. Sageworth maintains a staff focused on investment, trust administration and family governance. It operates from its Lancaster headquarters and supports philanthropic vehicles such as the Lancaster County Community Foundation and Penn State Health. In 2024 the firm acted as trustee for a trust in the name of Victoria H. Zuckerman per an SEC filing. The shared family office and private trust company structure creates a single point for investment policy, succession planning and fiduciary oversight. This architecture reduces fragmentation across the more than 100 client families and embeds governance continuity without external fund sponsorship.

## Sectors

- Real Estate
- Infrastructure
- AI/ML

## People

- Tim Brown — Founder and CEO

## Questions

### Who runs investment decisions at Sageworth Family Office?

Tim Brown serves as founder and CEO with oversight of investment strategy. Gene Otto acts as Managing Director and participates in trust company governance. Additional board members include James J. Bruder Jr. and Joseph W. Marino.

### How does Sageworth source proprietary deal flow?

Deal flow originates from the network of more than 100 client families and board seats held by principals. Tim Brown’s positions at Utz Brands and High Holdings provide direct access to operating company opportunities.

### Is Sageworth structured as a single family office or does it operate more like a venture firm?

Sageworth functions as a multi-family office that also maintains a private trust company charter. It does not sponsor venture funds or operate as a venture manager.

### Does Sageworth participate in fund commitments or only direct deals?

The firm uses both direct investments and select fund commitments. Asset classes include real estate, infrastructure, commodities and digital assets executed through mixed structures.

### What investment stages does Sageworth typically target?

Sageworth focuses on mature operating businesses and real-asset opportunities rather than early-stage venture. Board representation at Utz Brands illustrates a preference for established companies.

### Does Sageworth maintain philanthropic structures, and how are they separated?

The firm supports multiple foundations including the Lancaster County Community Foundation and Penn State Health. These vehicles operate separately from client investment mandates.

## Related profiles

- [TOMS Capital](https://altss.com/profile/toms-capital-llc-noam-gottesman-family-office)
- [Precision Capital](https://altss.com/profile/precision-capital-llc)

---

Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/sageworth-family-office

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology