BP

Betsy Poggi

President & CEO

Smithfield Trust Company

Pittsburgh, Pennsylvania


Contact Information

Email
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Company Information

Company
Smithfield Trust Company
Industry
financial services
Employees
24.0
Seniority
C suite
Annual Revenue
13846000.0

Technologies

Sendgrid Microsoft Office 365 Amazon AWS Google Tag Manager Mobile Friendly ASP.NET Basis

Keywords

trust fiduciary investments tax planning estate planning administration trust services fiduciary services investment management charitable planning wealth management family office solutions legacy protection high-net-worth individuals personalized service tax compliance philanthropic strategies executor services financial planning multigenerational planning holistic wealth strategies asset management individual retirement accounts strategic financial advice customized investment solutions tax-efficient strategies trust administration beneficiary coordination financial transparency risk management wealth preservation financial legacy client relationship management ethical fiduciary non-bureaucratic solutions flexible financial strategies customer-focused service privacy protection financial confidentiality executive team expertise personal finance legal counsel collaboration structured settlements charitable foundations testamentary intentions wealth accumulation strategies financial objectives trust vehicle recommendations irs compliance court accountings financial education customized wealth solutions law practice legal services financial services

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