Our Firm

J. Stern & Co. is a private investment office, building on the Stern family’s 200-year old banking heritage. We act as family office of the Stern family. We are a partnership in which the family and its principals are directly involved.

Since 1805, the Stern family has successfully created, preserved and increased family wealth based on the same principles, values and alignment of interests. 

Representing the sixth generation, we pride ourselves on the quality of our investment process and proprietary analysis.

We manage assets on behalf of families, entrepreneurs, trusts, charities and other long-term investors.

We invest in the simplest possible way in the stocks of great global companies, bonds and certain other assets based on our own in-house research and portfolio management.

We can partner closely with clients to understand and plan their wealth, provide a bespoke offering and tailor portfolios to specific client requirements.

Our clients derive clear benefits from investing alongside the Stern family – our consistent and successful investment approach, long-term track record, network and experience.

We strive to provide all of our services in a clear, simple and transparent manner.

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