Sarasota Private Trust Company (SPTC) offers world-class advice in philanthropy and legacy planning. Our advisors assist in expanding your impact on the world by selecting the optimal strategy to further your family’s legacy while maximizing benefit to the causes most important to you and your loved ones. Our team has the expertise to integrate your philanthropic activities into your current wealth management strategy to create the perfect personalized experience for you.
SPTC is committed to helping you achieve your philanthropic ambitions. We educate donors and their families about various types of philanthropic vehicles to help them fully understand the immense significance of giving. Philanthropic planning is incorporated into the donor’s overall financial and estate plan. Our client’s goals are carefully considered to help maximize not only the impact of the gift but also its benefits to the donor. Assisting a donor in determining maximum tax efficiencies can ultimately give them the opportunity to grow their philanthropic contributions.
SPTC offers services to both individuals and foundations, delivering a high level of expertise in the management of foundation assets. We assist our donors in creating new family foundations or refocusing existing ones to better achieve their goals. Our advisors will work with you to maximize the reach and influence of your family’s philanthropic work today and long into the future.
Highlighting a Partner Non-Profit
American Skin Association (ASA) is a 501(c)3 non-profit whose mission for 34 years has been to advance dermatological research, champion skin health, and drive public awareness about skin cancer and other skin-related diseases. ASA, who received GuideStar’s 2021 Platinum Seal of Transparency and is a registered charity in the State of Florida, works to make a meaningful difference in the lives of those suffering from dermatological diseases.
ASA’s Chairman Howard P. Milstein, and the Milstein family, have been active in the Florida business and philanthropic communities for many years. Howard, who founded the Sarasota Private Trust Company in 2019, has a vast legacy of philanthropic generosity towards advancing medical research and health care around the world. Howard recently acquired Golf Magazine, and its affiliates, growing his reach in the golfing world, a community that is close to the hearts of many who reside in Florida.
ASA has recently announced the opening of a Consumer Health Center in Sarasota to serve the local community. The center will provide vital skincare information to Floridians, who enjoy over 300 days of sunshine per year and understand all too well the devastating damage the sun can do. ASA also aims to aid in the education of youth on the importance of skin health and sun safety from an early age to prevent future harm.
Overseeing ASA’s Florida efforts is an incredibly decorated team made up of John Hart, President, and CEO of SPTC, Eric Kaplan, Esq., ASA board member and SPTC Director and R. Dean Hautamaki, MD, FCCP, FACP, the organization’s newly named Senior Medical Advisor – Florida. Notably, Dr. Hautamaki is Chief of Internal Medicine for Sarasota Memorial Hospital, Assistant Clinical Professor at Florida State College of Medicine, and Chair of the University of Florida College of Medicine Leadership Council.