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ADMINISTRATION

Steward Family Office provides families with more time by handling the administrative duties that are often left to family members.

TRAVEL AND CONCIERGE SERVICES

  • Families receive a dedicated team of professionals that know their travel preferences and personal information to make the booking process a seamless one.

  • In conjunction with a worldwide concierge operator, Steward Family Office is able to offer clients the following services:

    • Assist with making travel accomodations including airfare, hotel, and tours.

    • Identify local specialists such as tutors, dog-walkers, and property managers.

    • Obtain access to exclusive venues, private tours, and limited events.

    • Generate ideas for memorable experiences based upon the feedback of other clients with similiar interests.

 

TAX

  • Compile and provide the following tax information to the family CPA for the preperation of income tax returns:

    • 1099s, W-2s, and K-1s

    • schedule of personal loans

    • estate planning transfers

    • tax information for private equity and real estate transactions.

    • deductible expenses such as charitable contributions, real estate taxes, and professional fees.

  • Provide CPA with quarterly income estimates for the purpose of making estimated tax payments

  • Review tax returns to ensure information provided to CPA is reflected in returns.

  • Administer federal and state tax payments.

  • Work with CPA to suggest and implement planning ideas.

 

Steward Family Office, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Steward Family Office, Inc. and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes. No advice may be rendered by Steward Family Office, Inc. unless a client service agreement is in place.

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