LEGACY
Steward Family Office works with family members and various professional advisors to ensure that financial and philanthropic desires are clearly communicated to successive generations.
PHILANTHROPIC PLANNING
-
Consult on philanthropic structures that are most appropriate for meeting charitable and tax goals.
-
Review existing philanthropic entities.
-
Coordinate the timing of gifts to charities and foundations to maximize the tax benefit received.
-
Track distribution requirements of private foundations.
-
Manage the ongoing administration requirements of chartiable entities.
-
Facilitate meetings of philanthropic professionals and family members.
ESTATE PLANNING SERVICES
-
Consult on estate planning strategies utilized by other clients of Steward Family Office
-
Work in conjunction with attorneys, accountants, and other client advisors to review existing estate plan and make needed changes.
-
Facilitate the ongoing administration of estate plan such as making GRAT and loan payments, obtaining valuations, and tracking entity activity.
-
Evaluate the effect of using life insurance in estate planning entities.
-
Track performance of estate planning vehicles.
FAMILY COORDINATION
-
Organize and plan meetings between advisors, topical specialists and family members.
-
Keep minutes of family meetings, distribute minutes between participants, and follow up on actions to be taken as a result of meetings.
-
Prepare and present educational material to entire family or subset family groups.
-
Work with family to prepare for the ongoing administration of family affairs subsequent to the passing of a family member.