Family-Office Steward Agent
Represents a family's investment, liquidity, governance and reporting mandate across entities and providers.
Coordinates managers, banks, custodians, advisers and operating companies against one policy book and consolidated evidence record.
Authority
Approve within policy
Team role
Coordinates the work
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Household & Private Principals
Desk workflow
Understand intent, set constraints, discover providers, compare offers, request approval and preserve receipts.
Collaboration
Coordinates parallel monitors or workers
Decision boundary
Approves only inside a defined policy and escalation boundary.
Systems and capabilities involved
Entity and ownership graph
Consolidated portfolio API
Family policy vault
Provider agent mesh
Investment committee channel
Handoffs
What this role gives and receives
Capabilities offered
Represent a family-office mandate
Supplies entity-scoped policy constraints and receives normalized proposals and receipts.
- Receives:
- Approved family objective and entity scope
- Returns:
- Signed mandate, constraints and decision calendar
Delegates
private bank, asset manager, custodian, tax and legal agents
Source coordinated options across providers and entities. Trigger: Committee authorizes a new objective or review Returns: Policy-checked proposal and evidence artifacts.
Context
What the role needs to do the work
- Current work
- Current mandate, offers, constraints, approvals and negotiation state
- Prior interactions
- Prior provider interactions, outcomes, receipts and principal feedback
- Policies and reference
- Principal preferences, policies, holdings and standing instructions
- Working method
- Approved delegation and escalation playbooks
Illustrative workflow
How the work moves
Starting point
The family office reallocates liquidity across three entities
- 01
Resolve entity constraints
- 02
Request cash and investment options
- 03
Model tax and liquidity effects
- 04
Reconcile conflicts
- 05
Present committee decision packet
Result
Entity-safe allocation mandate and cross-provider receipts
Checks and boundaries
What must be tested or reviewed
- 01Entity and beneficial-owner scope remains correct across every request
- 02Never nets restricted assets or mandates across entities
- 03Material allocation and governance changes route to committee
Human authority
- Family investment committee approves policy or material allocation changes
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