Stefan is passionate about the intersection of wealth, finance, and human relationships.

He advises families, financial institutions, and governments on the art of wealth planning, with a particular focus on the most strategic issues – including transitions of wealth and of family businesses, constitutions, and retreats. He serves as a board member of family businesses, and assumes the roles of trustee, protector, executor, and mediator in complex family disputes.

Before co-founding Conduct, a Swiss-based wealth planning boutique, Stefan held senior positions and partnerships with leading brands in finance and law. He has a doctorate in jurisprudence from the University of Zurich, a Master of Laws from Cornell Law School, and a postgraduate diploma in Psychosynthesis counselling from the University of Middlesex.

Stefan regularly publishes and also lectures with academic institutions, where he uses his unique approach of Picturesque Aphorisms – warm, personal images that bring to life some of the biggest challenges wealth owners are facing.