CoSteward is a software platform crafted for G1 wealth builders navigating the challenges and opportunities of creating and passing on significant wealth.

G1 wealth builders often find themselves growing new capabilities with limited tools and trusted mentors, all while striving to break barriers and achieve more.

The transition from G1 to G2 represents a pivotal moment—one filled with unique risks. CoSteward provides the tools G1 wealth builders need to learn and grow in a safe, private space, while equipping them to guide the next generation with confidence and purpose. It helps G1 families build the scaffolding required to avoid common pitfalls and ensure their legacy strengthens and compounds over time.