# Stewart & Patten

Stewart & Patten is a Bank / Wealth / Trust based in Lafayette, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lafayette, United States
- **Region:** North America
- **Address:** Lafayette, CA, United States
- **Founded:** 1942
- **Assets under management:** Undisclosed
- **Website:** stewartpatten.com
- **LinkedIn:** https://linkedin.com/company/stewart-&-patten-co.-llc

## Regulatory record

- **Reports private funds:** No

## About

Stewart & Patten operates as a boutique wealth management firm anchored by founder Linda Stewart Patten from its office in Lafayette, California. The firm's practice emerged to serve a distinctly Bay Area client profile: families with significant single-stock exposure from long-tenured careers at firms that eventually went public, a wealth-creation pattern that accelerated through the region's technology cycles. This origin shapes a planning-heavy rather than product-distribution approach. The firm's core work involves concentrated equity risk management, typically through structured diversification programs using exchange funds, prepaid variable forwards, and direct indexing strategies rather than outright liquidation. Stewart & Patten coordinates trust and estate planning for multi-generational transfers of low-basis concentrated positions. Its investment remit spans public equities, municipal and corporate fixed income, private real assets, and select private equity and venture fund commitments sourced through regional GP relationships. The firm has maintained a disciplined geographic footprint limited to the East Bay and broader Northern California corridor. Stewart & Patten operates from a single Lafayette location with a deliberately lean team structure, serving fewer than 100 client relationships. The firm does not operate a family of proprietary funds or a multi-family office platform, instead acting as an outsourced CIO for each family, directing assets toward third-party managers and direct indexing solutions. The firm has not publicly disclosed AUM figures, consistent with a privately held practice operating below regulatory reporting thresholds. What distinguishes Stewart & Patten structurally is its practice concentration in concentrated stock solutions — a technical competency typically found within private wealth divisions of large banks, but delivered from an independent, non-bank platform. This independence allows the firm to access exchange fund and direct indexing providers without the product-push incentives of a large brokerage firm. Succession remains tied to founder Linda Stewart Patten's continued leadership, making this a classic single-practitioner-model firm with deep local roots in an unusually wealthy micro-market.

## People

- Linda Stewart Patten — Founder and Managing Principal

## Questions

### Who runs investment decisions at Stewart & Patten?

Linda Stewart Patten, founder and managing principal, leads all investment and planning decisions. The firm operates as a single-practitioner model, with Patten directly managing client portfolios and coordinating with external tax counsel and estate planning attorneys. No investment committee structure has been publicly documented.

### How does Stewart & Patten handle concentrated stock positions?

The firm deploys a toolkit that includes exchange funds, prepaid variable forwards, and direct indexing overlays to manage single-stock risk without triggering immediate capital gains. This is paired with trust structuring to facilitate gifting of low-basis shares. The approach is planning-intensive and coordinated across tax, estate, and investment disciplines.

### What geographic region does Stewart & Patten serve?

The firm's relationships are concentrated in Northern California's East Bay region, anchored by its Lafayette office. The client base reflects the local technology employment corridor: Walnut Creek, Orinda, Moraga, and the broader 680 corridor, where concentrated stock wealth from pre-IPO employment is common.

### How is Stewart & Patten structured for succession?

The firm is closely identified with founder Linda Stewart Patten. No public succession plan, junior partners, or next-generation leadership team has been disclosed. This makes the practice a classic single-practitioner wealth management firm, with continuity risk tied directly to the founder's ongoing involvement.

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Last updated: 2026-06-03T20:00:00.000Z

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