Steward
A modern estate planning firm combining technology with expert attorney support
Steward · San Francisco, California
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About
Steward is a modern estate planning firm that combines technology with expert attorney support. Clients onboard with a personal Concierge and use an intuitive AI chat to enter their estate planning information. They then meet with an expert attorney to review their plan and to answer questions. Each plan is bespoke and costs a fraction of what typical estate planning does.
Steward also reviews and updates existing estate plans for clients and crafts complex tax planning solutions for clients (Special Needs Trusts, QSBS Trusts, ILITs).
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Real estate investors
Services
- Estate Planning
- Education Planning
- Insurance Planning
- Liquidity & Exit Planning
- Retirement Planning
- Tax Strategy
- Trust Services
- Stock Option Planning
- Life Transition Planning
- Family Office Services
- Business Succession Planning
Structured record
| Name | Steward |
|---|---|
| Firm | Steward |
| Location | San Francisco, California |
| Fee model | Flat Fee/Retainer |
| AUM | Under $25M |
| Founded | 2024 |
| Firm size | 6 - 20 employees |
| Affiliation | Other |
| Designations | Other |
| Investment approach | Blend of both |
| Website | www.usesteward.com |
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Specialties
- Crypto & digital assets
- Real estate investors
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation