How I Help?

Stewardship

I enjoy stewarding the wealth of affluent families as a leader and mentor in the formation, operation & governance of family wealth businesses.

The concept of stewardship dates back to ancient times where the role of a steward was to guard what was entrusted to their care by making wise decisions & protecting from harm. Almost every business concern had a steward who served like a Chief Operating Officer running the daily affairs of the master of the house.  The ancient Greeks shaped the ethical and philosophical language around stewardship especially related to responsibility and management. The Greek work for stewardship is ‘oikonomia’.

In current times, effective stewardship adopts a set of professional principles that governs a family wealth business and the capital of its clients by eliminating the greatest dangers, capturing the largest opportunities, and maximizing the biggest strengths.