Stephan Gerwert
Guided by two values, integrity & achievement and the believe in the power of networking, I advice families holistically to built a future-ready setup that protects family, wealth and legacy.
Family office setup · Service provider selection · Strategic advisory
With over 18 years of experience across the private wealth spectrum — from global banks and single family offices to fintech, own startup and Big Four advisory — Stephan brings a 360° understanding of the opportunities and challenges families face.
As an expert generalist, he combines strategic thinking with emotional intelligence to help families design robust structures, enhance governance, and preserve legacies across generations.
Primarily, he brings three things to the table: network, ideas and execution.
Articles & Insights
What good governance looks like inside a single family office
In this article, Simple Expert Stephan Gerwert discusses what good governance looks like inside a single-family office, outlining practical steps to improve accountability, transparency, and long-term wealth protection.
Seven steps to build your single-family office AI strategy
So, you’ve decided to start a single-family office. The next question is, how do you future-proof it for the coming decade? In this article, Simple Expert Stephan Gerwert presents a seven-step guide for single-family offices to develop their AI strategy.
Should you really start a single-family office? A reality check
Do you really need a single-family office, and how should you decide? In this article, Simple Expert Stephan Gerwert outlines a four-step disciplined approach to help with making the decision.
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