High net family office Target Sawmill Trust Company and Sawmill Private Management as a private multi-family office serving high-net-worth families with generational financial planning, offering tailored custody, investment management, and estate services.

Mid-market footprint With 11-50 employees and offices in Sioux Falls and Minneapolis, pursue scalable wealth solutions, family governance, and reporting platforms suitable for mid-sized family offices and regional banks expanding into private wealth.

Technology stack Leverage WordPress, Shopify and Microsoft 365 to support marketing, client onboarding, client portal enhancements, and e-commerce capabilities for ancillary services; explore partnerships around secure data rooms and OMS integrations.

Strategic partnerships Position as a regional partner for bank-like services (trust, private management) to complement larger banks in the area, offering white-label or co-branded solutions for trust administration and family office services.

Growth opportunities Identify cross-sell potential with mid-sized regional banks and independent private banks in the service region, emphasizing generational planning, fiduciary services, and integrated family governance to capture new assets.