How I Help?

Stewardship

I enjoy stewarding the wealth of affluent families as a mentor in the formation, operation & governance of family wealth businesses and the management of their clients’ capital.

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.

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.