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Stephan Gerwert has over 18 years of experience across the private wealth spectrum — from global banks and single family offices to fintech, own startup and Big Four advisor. He brings a 360° understanding of the opportunities and challenges families face.

This article explores how family offices entered Q3 2025 with a sharper focus on structure, translating strategic intent into measurable operational change.

Family Office Manager The ClientOur client, Corient, is a premier wealth management firm dedicated to helping high- and ultra-high-net-worth individuals and families live full, purposeful lives while preserving wealth for future generations. Corient partners with clients to simplify their financial lives, protect their legacies, and support the people, causes, and communities they value most. With […]

Finance Operations Associate The ClientOur client, the Dalio Family Office (DFO), supports Barbara and Ray Dalio and their family across a diverse range of ventures, investments, and philanthropic initiatives under the Dalio Philanthropies umbrella, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The DFO is built upon the family’s core values […]

Associate, Workplace Experience The ClientOur client, Pathstone, is a dynamic and rapidly growing partner-owned wealth management firm serving ultra-high-net-worth families, single family offices, and foundations and endowments. With more than $100 billion in assets under advisement and administration and over 20 offices nationwide, Pathstone provides an integrated suite of services encompassing investment advisory, tax planning […]

Client Service Associate – Family Office The ClientOur client, Brighton Jones, is one of the largest Registered Investment Advisors (RIAs) in the United States, with over $30 billion in assets under advisement and more than 300 professionals nationwide. Headquartered in Seattle, Brighton Jones has earned 15 consecutive “Best Places to Work” awards and national recognition […]

Sales Associate – Family Office, EMEA The ClientOur client, BlackRock, is the world’s largest asset manager and a global leader in investment management and advisory services. With $1.1 trillion in assets under management across private and public markets, BlackRock serves a broad spectrum of institutional and private clients worldwide. Within the firm, the Family Office […]

In this article, Sergey Borzenko, COO of Greenlock, identifies four key areas of silent wealth erosion. Then discusses how to protect wealth from hidden costs.

The DoLand Pro software makes is easy to deliver engaging and actionable investment impact reports to clients and stakeholders.

As family offices continued to grow steadily across the globe over the past decade, so did their investment strategies, leading them to become more successful over time. Here is a list of Europe’s 20 best-performing family office organisations, based on their assets under management.