Sawmill Trust · Committed to Your Financial Well-Being

Our promise is to treat your family with the same commitment and diligence as our founding families.

Sawmill is a private multi-family office dedicated to supporting the financial well-being of families from generation to generation. Our guiding philosophy – to serve as an extension of each family’s investment needs – remains the same as when we were first established by the Brooks family to manage proceeds generated by the sale of the Brooks-Scanlon forest products business. We are committed to remaining independent of large financial institutions in order to serve our families best.

SHARED COSTS

We follow a traditional family office model where all members share service costs. The founding family pays according to the same terms as the newest client.

MULTI-FAMILY OFFICE

In 2004, the Brooks’ family transitioned its investment operation into a private trust company. In 2006, Sawmill welcomed its first outside families.

COLLECTIVE WISDOM

Our professionals have extensive experience serving as trusted advisors to families across multiple generations.

FROM THE BIG PICTURE TO THE SMALLEST DETAILS

Today, Sawmill serves as trusted advisor to more than 30 families, addressing their investment, tax, estate planning, family foundation and household management needs. Highlights of our services include:

Investment strategies driven by your goals – not ours
Clear and transparent client reports
Tax planning and preparation
Thoughtful attention to evolving estate and wealth transfer objectives

Sawmill is dedicated to the financial well-being of families from generation to generation.

Our promise is to treat your family with the same commitment and diligence as our founding families.

SHARED COSTS

MULTI-FAMILY OFFICE

COLLECTIVE WISDOM

FROM THE BIG PICTURE TO THE SMALLEST DETAILS