A complete list of active advisors currently associated with Steward Family Office, Inc.

Warmer can help you find a great advisor at Steward Family Office, Inc. or one who fits your needs even better.

Steward Family Office, Inc. provides financial consulting and family office services to families, trusts, foundations, estates and personal entities, generally targeting families with a net worth of $25 million or more. Its consulting areas include balance sheet, income and cash flow reporting, portfolio performance reporting, estate and philanthropic consulting, private equity consulting, tax administration and bill-pay services. The firm does not manage client investment accounts or hold custody; clients implement trades and retain outside custodians while Steward delivers reporting, coordination and periodic monitoring. Compensation is structured as flat, per-service consulting fees billed quarterly rather than as a percentage of assets under management. Compared with many peers, Steward operates as a non-discretionary, consulting-focused family office that emphasizes administrative coordination (including Bill.com bill-pay) and specialist services like private equity and family business entity consulting. Its avoidance of custody, absence of portfolio management for individuals, and reliance on modular flat fees distinguish it from the more common AUM-based, discretionary advisory models in this space.

To learn more about the advisors currently working at Steward Family Office, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.