Robertson Stephens announced it has hired Bruce Stewart to launch a family office that will serve select ultra-high-net-worth clients who have outgrown a multi-family office platform but are not ready to transition to a pure single-family office environment.
As head of family office at Robertson Stephens, Stewart brings more than 25 years of experience in building and advising single-family offices, as well as serving as an outsourced CIO. In this role, he will develop a practice designed for families with more sophisticated needs than those typically addressed by traditional multi-family offices.
“We have always planned to have a family office service offering adjacent to our wealth management practice,” said Raj Bhattacharyya, CEO of Robertson Stephens. “With the launch of our family office, clients have the rare opportunity to access unique and highly valuable services beyond the standard offering seen in traditional private banks, multi-family offices and man
