Stephan Gerwert
Guiding families from concept to fully operational family office.
Family office setup · Service provider selection · Strategic advisory
Stephan Gerwert has over 18 years of experience across the private wealth spectrum — from global banks and single family offices to multi-family offices and independent advisory firms. He helps families navigate the complex journey of establishing and optimizing their family office operations.
His services span family office setup, service provider selection, and strategic advisory, ensuring each family has the right structure and team in place to manage their wealth effectively.
Articles & Insights
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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