Family Wealth & Legacy Advisors
Steward & Legacy helps families turn hard-won wealth into a lasting plan — estate structures, succession, and governance built to hold across generations, not just balance sheets.
What we do
Every family's situation is different. Our work sits at the intersection of these four practices, drawn on only as each family needs.
Wills, trusts, and titling structured so assets — and intentions — pass on exactly as you mean them to.
Charters, councils, and decision frameworks that keep the next generation aligned, not divided.
Tax-aware gifting, trust design, and liquidity planning that protect value across the handoff.
Foundations and giving vehicles that carry your values forward, not just your assets.
How we work
A free 30-minute conversation to understand your family, your assets, and what "legacy" means to you.
We review existing documents, entities, and beneficiaries to map where your plan stands today.
You receive a written plan — trusts, governance, and transfer strategy — reviewed line by line together.
Annual reviews and on-call guidance as your family, laws, and assets change over time.
Our story
Founded in 1998 around a single principle: a good plan should outlast the advisor who wrote it. Today three partners and a small team carry that forward, one family at a time.
In their words
"They didn't just write documents — they got our three children into the same room and helped us agree on what mattered. That was worth more than the trust itself."— M. Alderman, Client since 2014
"Our first advisor talked at us. Steward & Legacy asked questions for two hours before writing a single word. The plan fit our family, not a template."— R. & S. Okafor, Clients since 2019
"When my father passed, the transition was seamless because it had been planned for a decade. That calm, in that moment, is the whole point."— J. Whitfield, Client since 2011
Book a complimentary 30-minute discovery call — no obligation, no jargon.
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