Stephan Gerwert

Wealthy families and individuals (UHNWIs) rarely come to me with a neatly sorted question. Life doesn't organize itself by professional discipline – and that is exactly where the value lies: in seeing how things connect, and in advising on the whole picture. My background: twenty years across private banking, a single family office, fintech, my own startup and PwC. Today I work as an independent advisor to UHNW families, principals and single family offices.

Typical starting points:1️⃣ Sparring on strategy, governance, people and succession.2️⃣ Setting up a single family office; including the writeup of a business plan. 3️⃣ Reviewing and improving existing single family office structures.4️⃣ Advisory board and investment committee mandates for single family offices.5️⃣ Interim management and mandates where short- to medium-term action is needed. I work across borders, with a particular focus on families whose lives and assets span Europe and the U.S.What you can expect from me: network, ideas and execution. I dont stop at the recommendation; I help implement it. What matters to me in every engagement: honesty, respect and discretion. I welcome conversations with people who approach family office topics with good values and high standards – whether entrepreneurial family, next gen, heirs, or advisors. Let's speak, virtually or in person, and see whether we are a fit. 📧 [email protected]📲 +49 173 3400307