Our Approach

J. Stern & Co. was established to meet all investment and estate management needs of the Stern family.

As a family-controlled partnership, we know how to achieve value for clients with complex relationships, setups and requirements.

Our clients are at the heart of all we do.

Our objectives for all of our clients are to:

  • Make life easier for them
  • Give them confidence that their wealth is well looked after
  • To manage their wealth as we manage our own