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.
Europe, North America
Germany
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.
Insights Stephan Gerwert has written
Should you really start a single-family office? A reality check
StrategyDo 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.
Seven steps to build your single-family office AI strategy
StrategySo, 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.
Where should your family office be based?
StrategyIn this article, Simple Expert Stephan Gerwert outlines a three-layered practical approach to selecting the right location for your family office.