Sarasota Private Trust Company
Sarasota Private Trust Company is a Florida-based, privately held fiduciary services firm founded in 2018 that provides wealth management, tax planning, and trust and estate administration to private clients from its Sarasota office.
- Company typePrivate
- Founded2018
- HeadquartersSarasota, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Sarasota Private Trust Company does
Sarasota Private Trust Company is a privately held, Florida-domiciled fiduciary services firm founded in 2018 that provides wealth management, tax planning, and trust and estate administration to private clients. According to firmographic data the company operates with 1-10 employees from Sarasota and markets itself as a full-service private trust and estate practice; the company website (sptco.com) currently renders only a verification/loading page, indicating limited public marketing presence. No pricing schedule, customer list, technology stack, or revenue model is disclosed in available sources.
The firm was publicly associated with William Isaac, the former FDIC Chairman (1981-1985), former Chairman of Fifth Third Bancorp, and founder of The Secura Group, who served as Chairman until announcing his retirement just days before his death at age 82 from complications related to Lewy body dementia. His prior affiliation with Sarasota Private Trust and a related Cleveland Private Trust positioned the firm as a boutique fiduciary practice leveraging senior regulatory and large-bank governance expertise. No information is available on the firm's ownership structure, investor base, AUA, fee structure, or successor leadership following Isaac's retirement, and there are no records of funding rounds, acquisitions, partnerships, or product launches in the source data.
Sarasota Private Trust Company firmographics
Firmographics- Name
- Sarasota Private Trust Company
- Website
- https://sptco.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Sarasota Private Trust Company is a Florida-based, privately held fiduciary services firm founded in 2018 that provides wealth management, tax planning, and trust and estate administration to private clients from its Sarasota office.
- Ownership category
- akta.pro rank
Sarasota Private Trust Company industry classification
Industry- Product category
- Trust and Estate Administration
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920), Trust, Fiduciary, and Custody Activities (523991), Portfolio Management and Investment Advice (523940)
- akta.pro primary industry
- Personal & Family Trust Services (FSAAANAA)
- akta.pro secondary industries
- Personal Trust & Fiduciary Administration (FSAEAKAA), Family Office Trust & Fiduciary Services (FSAEAKAF), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Sarasota Private Trust Company is headquartered
LocationHeadquarters
- HQ city
- Sarasota
- HQ country
- United States
- HQ region
- North America
Markets served
Sarasota Private Trust Company business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Sarasota Private Trust Company product offering
Product offeringCore offering
Sarasota Private Trust Company provides financial solutions, wealth management, tax planning, and trust and estate administration services to clients. The firm functions as a private trust company offering ongoing fiduciary services such as estate settlement, trust oversight, and personalized wealth and tax advisory. It is positioned as a boutique fiduciary practice serving a niche clientele rather than a mass-market or technology-led offering.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Personalized wealth management advisory for high-net-worth individuals and families, provided alongside the firm's trust and estate services.
- Tax Planning Tax planning services delivered to clients of the firm, integrated with its trust and wealth management offerings.
- Trust and Estate Administration Ongoing fiduciary administration of trusts and estates, including settlement, ongoing trust oversight, and related fiduciary services for individuals and families.
- Financial Solutions Bespoke financial solutions tailored to client circumstances, distinct from off-the-shelf financial products and aligned with the firm's overall fiduciary mandate.
Companies that use Sarasota Private Trust Company
Customer profileIdeal customer profiles1 record
Sarasota Private Trust Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sarasota Private Trust Company partnerships and signals
Strategic signalRecent moves1 record
Sarasota Private Trust Company competitors and assessment
Company assessmentDirect peers
- Cleveland Private Trust (affiliate): Former affiliate trust company chaired by William Isaac alongside Sarasota Private Trust. Directly comparable independent trust company model and same leadership lineage.
- Bessemer Trust: Privately held multi-family office and private trust company serving HNW and UHNW families with trust administration, wealth management, and tax services. Directly comparable business model to Sarasota Private Trust, though at vastly larger scale.
- Argent Financial Group: Independent, employee-owned trust and wealth management firm offering personal trust, estate, and investment services across the Southeast US. Comparable independent boutique trust model with similar regional Florida/Southern presence.
- Fiduciary Trust International: Independent, privately held wealth manager and fiduciary serving HNW families with personalized trust, estate, and investment management services. Highly comparable boutique trust model to Sarasota Private Trust.
Broad incumbents
- Wilmington Trust: Trust and wealth services provider (now an M&T Bank subsidiary) offering personal trust, estate administration, and private banking to HNW individuals and families. Direct overlap in trust and fiduciary services.
- Northern Trust: Large publicly traded trust bank offering personal trust, estate administration, and wealth management to HNW clients. Operates the same core trust and fiduciary services as Sarasota Private Trust but as part of a broader institutional asset servicing franchise.
- BNY Mellon Wealth Management: Major wealth manager and trust services provider to UHNW families, offering trust administration, estate planning, and investment management. Overlaps Sarasota Private Trust's core service set at the upper end of the market.
- Key Private Bank: Private banking and trust division of KeyCorp offering personal trust, estate administration, and wealth management to HNW clients. Comparable integrated trust and wealth offering to Sarasota Private Trust.
- Comerica Wealth & Trust (now part of Citizens): Regional bank's wealth and trust division offering personal trust, estate, and investment management services to HNW clients. Overlaps Sarasota Private Trust's service offering and target market.
Regional players
- First Foundation Bank Wealth & Trust: West Coast and Florida-based wealth and trust services provider offering personal trust, estate planning, and wealth management to HNW clients. Comparable service mix with overlapping Florida presence.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Sarasota Private Trust Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sarasota Private Trust Company leadership team
Management profileNumber of profiles
Sarasota Private Trust Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sarasota Private Trust Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sarasota Private Trust Company
What does Sarasota Private Trust Company do?
Sarasota Private Trust Company provides financial solutions, wealth management, tax planning, and trust and estate administration services to clients. The firm functions as a private trust company offering ongoing fiduciary services such as estate settlement, trust oversight, and personalized wealth and tax advisory. It is positioned as a boutique fiduciary practice serving a niche clientele rather than a mass-market or technology-led offering.
When was Sarasota Private Trust Company founded?
Sarasota Private Trust Company was founded in 2018. It employs 1 to 10 people.
Where is Sarasota Private Trust Company based?
Sarasota Private Trust Company is headquartered in Sarasota, United States, in the North America region.
Who are Sarasota Private Trust Company's main competitors?
Direct peers on record are Cleveland Private Trust (affiliate), Bessemer Trust, Argent Financial Group and Fiduciary Trust International. Broad incumbents are Wilmington Trust, Northern Trust, BNY Mellon Wealth Management, Key Private Bank and Comerica Wealth & Trust (now part of Citizens). First Foundation Bank Wealth & Trust is listed as a regional player.
Does Sarasota Private Trust Company have an API?
No public API is recorded for Sarasota Private Trust Company.
What industry is Sarasota Private Trust Company in?
Sarasota Private Trust Company's product category is Trust and Estate Administration. Its primary akta.pro industry code is FSAAANAA, Personal & Family Trust Services, with a secondary code of FSAEAKAA, Personal Trust & Fiduciary Administration. Its NAICS code is 52592.