One clear picture
Every account, entity, and asset consolidated into one living net-worth view, kept current automatically instead of assembled by hand each quarter.
Family-office software for private families
Steward well what’s been entrusted to you.
Steward brings your family’s accounts, entities, and documents into one private place: clear enough to manage well today, and complete enough for the people who will need it after you.
What good stewardship looks like
Not another dashboard, but a clear, current picture of what your family holds, and a considered answer to who should see it.
Structure you can read
Trusts, LLCs, and holdings laid out plainly: who owns what, how it connects, and where the paperwork for each piece lives.
- Net worth across entities
- Holdings & documents together
- People & access you control
The private vault
A secure home for the deeds, agreements, policies, and statements your family relies on, each filed with the account or entity it belongs to, so the right person can find the right thing when it matters. Accessible only to the people you choose.
Explore security
Why Steward exists
Steward began after our founder lost family members he loved, suddenly and without their affairs gathered in any one place. Settling their estates meant months of chasing loose ends while grieving. We built Steward so the people you love never have to do that.
Read the story
Continuity & succession
Built for what comes next.
When responsibility changes hands, whether through a death, an illness, or simply the next generation stepping up, the people picking things up shouldn’t have to search. Steward keeps the full picture in one place and shares it on your terms, so knowledge passes without the scavenger hunt.
Access you control
Give a spouse, an advisor, an adult child, or an executor exactly the view they need, and change it just as easily. Every change, credential reveal, and document download is logged.
Private by design
Your records stay yours. Encrypted, isolated to your family’s workspace, never sold, never used for advertising.
Built with care
Good stewardship begins with a clear picture.
Steward gives your family that picture: more than a tracker, without the cost of a family office. We are opening to families gradually.
Strictly confidential · Your data stays yours