How we began
Started at a kitchen table, not a boardroom.
In 1998, founder Eleanor Voss left a large trust practice frustrated that families were handed thick binders and little else. She started Steward & Legacy with a simple rule: no plan leaves the office until the client can explain it back, in their own words.
Three decades on, that rule still governs every engagement. We've stayed intentionally small — four partners, one location, no proprietary products to sell — so that every family gets the same unhurried attention as our first.
