Prominent NY family targets region to grow wealth management firm

The Milsteins believe in the continuing economic success of Sarasota.


LORI SAX. John Hart heads up Sarasota Private Trust Co. It was formed late last year and began targeting new clients in early 2019.
LORI SAX. John Hart heads up Sarasota Private Trust Co. It was formed late last year and began targeting new clients in early 2019.
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Here’s a sign the economy in the Sarasota market remains robust: One of the wealthiest families in the New York City banking and real estate scene is relying on the region as a launch pad for a new wealth management company.

 

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