Steward is not a tool you configure once and forget. It is a living record — one that stays current as your accounts move, your structure evolves, and the people around you change. Here is how it works.
Set up in an afternoon. The picture stays current from there without manual effort.
Link your bank accounts, investment custodians, and credit lines through Plaid — a read-only connection that pulls balances automatically without granting any ability to move money. Your credentials never touch our servers.
Map your trusts, LLCs, and direct holdings as entities within Steward. Attach the relevant documents — operating agreements, statements, tax filings — so each entity carries its own record and nothing is left in a drawer.
Net worth, consolidated across every account and entity you hold, kept current without quarterly assembly work. Drill down by institution, entity, or asset class — or step back for the total view. Shared with the people you choose, and no one else.
Technology built for private wealth should be quiet, intentional, and deferential to the people who use it. These are the principles Steward is designed around.
Family wealth is already complex. Steward's job is to reduce that complexity — not to replicate it in software.
Every design decision starts with the question: who should be able to see this? The answer is always you and the people you choose.
The people who manage your estate today are not necessarily those who will manage it tomorrow. Steward keeps the record intact across that transition.
A vault is only useful if documents are findable. Every record in Steward is attached to the entity it belongs to — not floating in an undifferentiated folder.
Most families are up and running within an afternoon. The record stays current from there.