Open, fund, and administer trusts in days, not months.
We are creating an AI-powered trust company built for execution. Real-time status, human-overseen workflows, audit trails your advisors and counsel can trust.
Notice: Sava is in the process of obtaining our trust charter. Services shown are planned offerings pending regulatory approval.Trust charter pending regulatory approval.
Trusts Without the Complexity
Setup in days, not months. Modern interface. No spreadsheets. Purpose-built for execution.
Complete Transparency
Live positions, documents, status. Human-overseen. Always audit-ready. Your clients see everything.
Seamless Integration
One platform. Connect custodians, advisors, and valuation firms. Clean data in and out.
Trusts Work. Access Doesn't.
American trust companies manage $6.5 trillion in assets today—more than 6x all U.S. venture capital.
The problem is cost and complexity. High setup and admin fees made trusts a 1% tool.
We're changing that.
More than 6x all U.S. venture capital
Everything Live. No More PDFs.
Sava provides a real-time dashboard for all client trusts. Third-party integrations with custodians and advisor systems flow in. Positions, documents, and status are live. Your clients see everything. You control everything.
Advisor Dashboard
LiveTotal AUM
$12.4M
Active Trusts
23
Recent Activity
Compliance Review
Distribution Request #DR-2847
Maya Chen
Beneficiary • Chen Family Trust
$43,810
Educational distribution
Compliance Officer Review
All compliance checks passed. Distribution cleared for trustee.
Michael Torres, CCO • Jan 16, 2025 2:15 PM
Complete audit trail maintained • All checks documented
Human-Overseen. Audit-Ready.
Automation handles the repetitive work. Our trust experts review all critical decisions. You get institutional quality with modern efficiency, and a complete audit trail for every action.
Automated Workflows
Document routing, record-keeping
Expert Review
Distributions, amendments, tax compliance
Continuous Oversight
Ongoing monitoring and reporting
Empowering the Fiduciary Ecosystem
Lower friction and admin fees unlock new use cases.
QSBS Trust Stacking
Multiply tax-free gains at exit. Set up in days, not months.
Special Needs Planning
Protect government benefits while providing for loved ones.
Multi-Gen Wealth Transfer
Efficient structures for passing wealth across generations.
Exit Planning
Structure your liquidity event for optimal tax efficiency.
Broadening Opportunity Through Access
"For decades, trusts were the tool of a few—powerful but gated and opaque. Sava treats the trust charter as infrastructure. With that foundation, families can preserve and transfer wealth with the same capabilities once reserved for the 1%."
— The Sava Team
Get in Touch
Whether you're a founder, advisor, or beneficiary, we'd love to hear from you.
Contact Us