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CONSULTING

Steward Family Office manages the logistics of assett ownership so that family members are free to enjoy their assets.

FAMILY BUSINESS ENTITIES

  • Review existing entity structures and create entity summaries.

  • Manage the ongoing administration of non-operating entities including the following services:

    • prepare state filings

    • maintain records of company minutes

    • administer federal and state tax payments

  • Coordinate with family attorney on the formation of family entities.

ASSET ACQUISITION/DISPOSITION

  • Provide impartial advice related to the aquisition or disposition of assets such as a home, aircraft, or yacht.

  • Analyze financial impact by creating pro forma financial statements for the owning entity.

  • Review and summarize documents associated with the disposition or aquisition of assets.

  • Work in conjunction with family attorney and accountant to recommend ownership structures that are tax efficient and provides legal protection to owning family members.

INSURANCE 

  • Perform annual review of all property and casualty policies to determine the need for policy adjustments.

  • Work in conjunction with insurance brokers to price insurance program every other year so that competitive cost of insurance program is maintained.

  • Manage changes to insurance policies as assets are aquired, sold, or modified.

  • Implement procedures for automatically adding coverage for certain types of assets such as art, wine, jewelry, and antiques. 

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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