Choose your favorite categories
Please fill out this field
Stefan helps families and entrepreneurs solve their strategic wealth challenges — including family, business and investment governance.
As part of his role, Stefan serves as a board member of family businesses. He acts as a trustee, protector and executor — as well as an experienced mediator. Most importantly, Stefan provides clients with a long-term discussion partner.
Stefan brings decades of legal, consulting, and financial experience. Before joining Kaiser Partner, he served as Chief Executive of Rothschild & Co.’s Global Wealth Planning and Trust business.
Prior to that, he founded and led the Wealth Planning function at Goldman Sachs’ Swiss bank. Before this, he served as a partner of the law firm Bär & Karrer, Zurich.
Stefan obtained his doctor juris at the University of Zurich, and his Master of Laws at Cornell Law School. He is a non-practising member of the Swiss Bar, and a member of the Society of Trust and Estate Practitioners. To better understand the psychology of wealth and provide more holistic advice to families, Stefan also gained a postgraduate diploma in psychosynthesis counselling awarded by the University of Middlesex.
Stefan is fluent in German, English, and French.