Private Office Services

At J. Stern & Co. we strive to understand, plan and organise wealth for our clients.  We want to solve issues for our clients to make their life easier.  We want to work with them and their advisers to bring our expertise as well as the Stern family’s 200-year experience to bear on behalf of them.  Our process includes:

  • Setting out investment objectives and horizon
  • Preparing consolidated analysis and reporting of existing assets
  • Providing analysis and advice on asset allocation, liquidity and meeting investment objectives
  • Assisting around liquidity events including liaising with professional advisers and integrating the new liquidity into the long-term investment strategy
  • Managing and optimising banking, trustee and other counterparties
  • Setting out and implementing succession plans
  • Training and educating next generation members
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