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.
Region
Europe, North America
Based in
Germany
Services
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 — I bring a 360° understanding of the opportunities and challenges families face.
As an expert generalist, I combine strategic thinking with emotional intelligence to help families design robust structures, enhance governance, and preserve legacies across generations.
Primarily, I bring three things to the table: network, ideas and execution.
Contact Stephan