One living net-worth view
Every account, custodian, and asset consolidated automatically. No quarterly assembly. No manual spreadsheets. The picture stays current so you can act on it, not assemble it.
Crossmarc Steward
Your family’s full financial picture, in one private place.
Steward consolidates your net worth, entities, documents, and credentials into one secure view, so you can manage what your family holds with care today and hand over a clear picture when the time comes.
What Steward does
Consolidation, security, and continuity in a single private platform. More than a tracker, without the cost of a family office.
Entity structure, untangled
Trusts, LLCs, direct holdings, and the relationships between them, laid out plainly in one place. See who owns what, how things connect, and where documents belong.
An encrypted document vault
Operating agreements, tax filings, and insurance policies, filed under the entity they belong to, encrypted at rest, and accessible only to the people you authorize. Not floating in a shared drive.
Access on your terms
Grant advisors a scoped view. Give a successor the full picture. Revoke anything instantly. Every access event is logged, and your permissions are yours to define, not defaulted by the platform.
Private by architecture
Encrypted in transit and at rest, with credentials sealed under dedicated keys and your family's workspace boundary enforced on every request. No advertising, no data selling, no third-party analytics on your financial information.
AI-assisted insight
Ask questions of your own records in plain language. The assistant works from the structure and balances you can already see, never your vault documents or credentials, and your data is never used to train models.
Getting started
Up and running in an afternoon.
Set up once. The picture stays current from there without manual effort.
Step 01
Connect your accounts
Link banks and custodians through Plaid. The connection is read-only, with no ability to move money, and balances refresh automatically.
Step 02
Map your structure
Define your trusts, LLCs, and holdings as entities. Attach documents to each. Build the ownership picture.
Step 03
Invite your people
Grant advisors, family, or successors scoped access. They see what you choose. Nothing more.
Who it’s for
For families who want to hold things well.
Steward is designed for families with accounts across custodians, entities with real operational complexity, and a document history that stretches back years or decades. If your net worth lives in a quarterly spreadsheet assembled by hand, Steward is the answer to that problem.
It is also for families who think about what comes next. Continuity, meaning a full picture that stays intact and transferable when the time comes, is not an afterthought in Steward. It is the reason the platform exists.
For the family
A single view of everything you hold: accounts, entities, documents, and the people who need access. Consolidated, private, and always current.
For your advisors
Scoped access to exactly the information they need, no more and no less. Clean collaboration without compromising the family's privacy.
For the next generation
A living record that transfers, not a box of files and a list of passwords. Knowledge and authority pass without friction when the time comes.
Built with care
Ready to bring it all into one place?
Plans start at $69 a month, and every plan begins with a 14-day free trial. Full details on security, pricing, and getting started are on the Steward site.
Strictly confidential · Your data stays yours