Firm targeting high-net-worth clientele finishes 2019 on a high note

Sarasota Private Trust aims to at least double assets under management in 2020.

  • By Mark Gordon
  • | 6:00 a.m. December 27, 2019
  • | 0 Free Articles Remaining!
File. Sarasota Private Trust Co. President and CEO John Hart projects the firm could double assets under management in 2020.
File. Sarasota Private Trust Co. President and CEO John Hart projects the firm could double assets under management in 2020.
  • Finance
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When John Hart and some colleagues launched Sarasota Private Trust Co. in early 2019, the goal was simple and succinct: grow an trust company for high-net-worth individuals and families using a novel method of co-investing.   

One year in, Hart says, the plan is working well — with big expectations for 2020.

 

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