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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.

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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