Snapshot
Continue to About ↓- What it does
- A Nevada-chartered trust company that serves as trustee and administrator for trusts, pairing a named trust officer with a web portal where families, attorneys, advisors and accountants track intake, funding, distributions and statements.
More detail
- Sava handles administration and accounting but does not manage investments or prepare tax returns.
- Best for
- US founders, early employees and investors who need a Nevada trustee for structures such as QSBS stacking, dynasty trusts or SLATs, and the attorneys, advisors and accountants who support them.
More detail
- Also fits advisors who want to keep managing the portfolio under Nevada's directed-trust statute.
- Pricing
- Sava says every client pays a flat annual fee per trust, so cost is known from day one, but the amount is not published on the pages reviewed.
More detail
- It calls itself considerably less expensive than alternatives, again without a figure.
- Fee invoices appear in the accountant tax package, yet no fee schedule
- Main limitation
- Anyone expecting the trustee to manage investments or prepare tax returns, since Sava does neither.
More detail
- Non-US or multi-jurisdiction needs are undocumented, and buyers who require independent reviews or third-party audits will find none.
- Record
- Static profile
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- A Nevada-chartered trust company that serves as trustee and administrator for trusts, pairing a named trust officer with a web portal where families, attorneys, advisors and accountants track intake, funding, distributions and statements.
- Sava handles administration and accounting but does not manage investments or prepare tax returns.
What it helps with
- Slow, opaque, paper-based trust administration, with simple questions taking weeks and statements arriving by mail.
- No shared view of where a trust stands, so families and advisors must ask for status instead of seeing intake, documents
- Slow distribution decisions and no visible approval history.
- Friction for advisors and accountants who must chase the trustee or client for portfolio continuity and reconciled books
- Execution of tax and estate structures such as QSBS stacking, dynasty trusts and SLATs before a liquidity event.
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| Trustee and trust administration | Yes | Sava accepts trusteeship and administers trusts end to end as a Nevada-chartered trust company. |
| Named trust officer per trust | Yes | Each trust is assigned an officer who handles distribution decisions and status updates. |
| Client portal with status tracking | Yes | Families, attorneys, advisors and accountants follow each trust from document review through funding, with quarterly statements in the portal. |
| Guided onboarding | Yes | A roughly 20-minute guided intake that saves as you go; the company says onboarding takes days rather than weeks or months. |
| Independent custody | Yes | Assets sit with independent custodians, separate from Sava's balance sheet, and cannot be lent, pledged or commingled. |
| Investment management | No | Sava does not take over portfolios; the client's advisor keeps managing under Nevada's directed-trust provisions. |
| Tax return preparation | No | Sava delivers reconciled fiduciary books and a tax package; the client's accountant prepares and reviews returns. |
| Distribution workflow | Yes | Requests go through officer review, with same-day decisions shown as an example and an updated history. |
| Fiduciary accounting and tax package | Yes | Income and principal are separated, custodian records reconciled quarterly, and Schedule K-1 detail, 1099 detail and fee invoices provided. |
| Mobile app | Unknown | No native mobile app was found in the sources reviewed. |
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Evidence
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- Verification
- Scribble researched these facts from the linked public sources.
- The owner has not manually confirmed every field.
- Last reviewed
- Primary source
- savatrustcompany.com
Technical profile details
Record ID
36debdb5-32d1-456a-8a0d-9846d36f7bf5Canonical URLhttps://profiles.scribble.network/listing/sava-trust-company-36debdb5