Mature Families More than 50% of these clients are the surviving spouses of Family Steward. Other survivors included divorcees and sudden money clients. Some common traits among this group are: Overwhelmed Feel great pressure from outsiders to make decisions Thirst for trusted advice Uncertain of the future Income needs Desire simplicity These clients are generally over the age of 60 and are widows of our family steward client. In many cases, they have never written a check or had any involvement in personal financial matters. They seek our services to accompany them to an auto dealership, help them book a family vacation, or be their right-hand person in family, legal, financial and planning matters. They generally never consider remarriage, but find great strength from their children and circle of friends. Have a Question? Name Email Phone Question Thank you! Oops!