Generational wealth built on trust
Stone Management combines institutional expertise with a personal approach to wealth management. We protect and grow your capital for the next generation.
Built on institutional expertise and family legacy
Stone Management emerged from a commitment to redefine wealth stewardship for discerning families. We've grown as a boutique platform combining rigorous investment discipline with personalized discretion, serving high-net-worth clients who demand both institutional rigor and genuine partnership in preserving generational wealth.
Institutional expertise at your service
A cohesive group of seasoned professionals dedicated to preserving and growing your wealth with institutional rigor and personal attention.
Chief Executive Officer
Frédéric Gozlan
f.gozlan@stonemanagement.capital Frédéric leads the firm’s long-term strategic vision and oversees the management of international investments, private capital, and asset growth initiatives. With a disciplined approach to capital preservation and value creation, he focuses on building sustainable investment structures and identifying strategic opportunities across global markets.
Chief Financial Officer
Lucas Gozlan
l.gozlan@stonemanagement.capital Lucas oversees the firm’s financial operations, portfolio structuring, and capital management activities. His responsibilities include financial planning, risk management, and supporting the firm’s long-term investment strategy through disciplined financial oversight and operational efficiency.
Head of Asset Management
Viktor Levin
v.levin@stonemanagement.capital Viktor oversees the firm’s asset management activities, focusing on long-term portfolio performance, asset diversification, and strategic growth opportunities. He works closely with the leadership team to ensure disciplined investment execution and sustainable value creation across multiple sectors.
Investment Director
Adrian Keller
a.keller@stonemanagement.capital Adrian is responsible for evaluating investment opportunities, market analysis, and supporting the execution of strategic transactions. His expertise includes private investments, portfolio expansion, and identifying high-value opportunities aligned with the firm’s long-term vision.
Legal & Compliance Director
Charlotte Devereux
c.devereux@stonemanagement.capital Charlotte oversees the firm’s legal, regulatory, and compliance framework, ensuring operational integrity across international jurisdictions. She supports governance, risk management, and the implementation of best practices aligned with the firm’s institutional standards.
Director of Strategic Investments
Roman Katz
r.katz@stonemanagement.capital Roman leads the development of strategic investment initiatives and supports the firm’s expansion into new markets and sectors. His role focuses on long-term value creation, partnership development, and identifying opportunities that align with the firm’s investment philosophy.
Common questions about Stone Management
Find answers about our services, investment approach, and how we serve high-net-worth families.
What makes Stone Management different from traditional wealth managers?
We operate as an institutional-style family office, not a conventional advisory firm. This means we align our interests fully with yours, prioritize long-term capital preservation over transaction volume, and deliver bespoke solutions rather than standardized products.
Who is Stone Management designed to serve?
Stone Management works exclusively with high-net-worth families and individuals seeking sophisticated wealth management, strategic investments, and multi-generational capital preservation. We focus on clients who value discretion, institutional expertise, and personalized governance.
How does Stone Management approach investment strategy?
We build custom investment strategies tailored to each family's values, risk tolerance, and long-term objectives. Our approach emphasizes diversification across strategic investments, asset management, and real estate—all designed for sustainable growth and generational wealth protection.
What is your philosophy on client relationships?
Trust and exclusivity are foundational. We maintain long-term partnerships built on transparency, regular communication, and a deep understanding of your family's goals. We treat your wealth as if it were our own, with the same care and strategic thinking.
Does Stone Management manage real estate investments?
Yes. Real estate is a core component of our investment platform. We identify, evaluate, and manage real estate opportunities that complement our clients' broader wealth strategies and provide diversification, income, and appreciation potential.
How can I learn more about working with Stone Management?
We welcome conversations with qualified families interested in exploring our services. Contact us to schedule a confidential discussion about your wealth management needs and how Stone Management can support your long-term objectives.
Ready to explore further?
Reach out to discuss how Stone Management can serve your family's wealth and legacy goals.
Ready to discuss your wealth strategy in confidence?
Our team is committed to understanding your objectives and protecting your privacy at every step. Reach out to begin a confidential conversation.