top of page

INVESTMENTS

Through clear and concise investment analysis, Steward Family Office provides families with dependable data that is used to make prudent investment decisions.

CONSOLIDATED PORTFOLIO REPORTING

  • Work with family members to create customized consolidated investment reports using client-defined performance measurements (usually performance by manager or account)

  • Work with advisor teams to create the report on a monthly or quarterly basis.

  • Audit the report to ensure its accuracy and uniformity and work with advisor teams to reconcile any discrepencies prior to providing to family.

  • Track non-liquid investments such as investment in private equity companies, limited partnerships, and real estate.

  • Track capital calls, distributions, market value, and performance of family investment funds.

 

PRIVATE EQUITY
  • Review all subscription documents and summarize opportunity and risks to family.
  • Prepare subscription documents for execution and facilitate the logistics of the investment.
  • Serve as address of record for portfolio companies.
  • Keep copies of all files associated with investment including tax records, stock certificates, formation documents, and company actions.
  • Participate in company update calls and summarize information for the benefit of the family.

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.

bottom of page