Concierge Stewardship
Full-service planning, portfolio management, and legacy architecture for families stewarding $5M+ in assets.
- Quarterly prosperity reviews
- Dedicated Lakshmi concierge
- Custom analytics + TylerOS integration
Lakshmi Stewardship Suite
Stewardship Services
From stabilising foundations to architecting dynasties, every engagement braids Lakshmi’s abundance, Arya’s ethics, and Kali’s velocity so your wealth sustains liberation for a century.
Fiduciary · Fee-only · Evidence rooms for every deliverable.
Tier 01
Foundations Planning
Establish a resilient base that protects today and prepares tomorrow. We engineer liquidity buffers, insurance layers, and sovereign-ready cash flow architectures.
- Holistic financial planning with transparent fee schedule
- Insurance analysis across life, disability, health, and long-term care
- Debt liberation strategies and Lakshmi-aligned cash flow rituals
Tier 02
Growth Portfolios
Align expansion with sovereignty. We design tax-aware, multi-asset portfolios using Tyler analytics and custodians who honor zero-trust operations.
- Values-aligned investment policy statements
- Tax optimization, loss harvesting, and cash flow waterfalls
- Alternative asset access including Tyler Ledger and impact capital
Tier 03
Legacy Architecture
Craft dynasty structures that endure for 100 years. We codify governance, philanthropy, and succession while celebrating abundance across generations.
- Dynasty trust coordination with counsel partners
- Family governance councils and education pathways
- Philanthropic capital design and measurement
Engagement Models
Accelerator Pods
12-month engagements focused on sovereignty readiness, infrastructure deployment, and prosperity education.
- Monthly implementation sprints
- Zero-trust infrastructure coaching
- Education intensives with Gopsco Education
Legacy Council
Multi-generation governance for dynasties with philanthropic and succession commitments.
- Biannual dynasty summits
- Philanthropic scorecards
- Celebration and ritual facilitation
Frequently Asked Questions
Transparency is prosperity. Here are some of the most common questions we receive.
- Do you accept commissions?
- No. We are fiduciary and fee-only. Compensation is fully transparent and documented in stewardship agreements.
- Where are assets custodied?
- We operate with sovereign-aligned custodians and Tyler security patterns. Custodian selection is reviewed with each household.
- How does onboarding work?
- Intake is encrypted end-to-end. We complete a sovereignty readiness review, deliver a Prosperity Blueprint, and implement within 90 days.
- Do you collaborate with existing advisors?
- Yes. We coordinate with tax counsel, estate planners, and legal partners through documented governance forums.
Ready to steward prosperity with Lakshmi's grace?
Share your story through our encrypted intake. We respond within two business days.