Stewardship Quotient - 3-minute Snapshot
How strong is your stewardship capacity?
The families who keep their wealth across generations are guided by advisors who can hold the human side of the work, not just the plan. The Stewardship Quotient measures that capacity across six dimensions and shows you the one place to grow next. It measures what you actually do in the room, so a thoughtful advisor can start lower than expected, and growth is visible and earned.
12
short statements about how you actually work with families
6
dimensions of stewardship capacity, scored 0 to 100
1
clear growth edge with two first moves you can use this week