Our Offices
810 7th Avenue
Suite 1700
New York, NY 10019
The Robertson Stephens New York – Deutsch office provides comprehensive wealth management solutions and financial planning tailored to high-net-worth individuals and families worldwide. As fiduciaries, wealth advisors and stewards of our clients’ wealth, we offer expert financial guidance so our clients can focus on living fully, confident that their financial well-being is in trusted hands.
Our clients include entrepreneurs, business owners, tech executives, and high-earning professionals who value a wealth management experience that matches their pace, complexity, and ambitions. We specialize in equity-based compensation—including RSUs, ESPPs, ISOs, and NSOs—as well as managing concentrated stock positions.
We take a holistic approach to financial well-being, starting with a personalized financial plan. From there, we design institutional-quality investment portfolios and coordinate with your estate, tax, and insurance advisors to help identify and close potential gaps.
For those seeking values-aligned investing, we offer ESG integration, social impact investment strategies, and innovative philanthropic tools.
Rooted in excellence and empathy, we work hard to earn your trust—and provide a client experience that is thoughtful, responsive, and enduring.
We bring institutional-quality investment strategies to individuals and families. We work across private and public markets to design and manage portfolios tailored to your specific needs. Our goal is simple: to help protect and grow your wealth with a disciplined and transparent approach that always puts your interests first.
We believe a strong financial future starts with a thoughtful plan. We take the time to understand your goals, dreams, and what truly matters to you. The wealth plan we create serves as a dynamic roadmap, helping you navigate uncertainty and make informed decisions at every stage of life.
Making your life easier is a priority for us. We collaborate directly with your tax, estate planning, and insurance professionals to ensure every aspect of your financial well-being is aligned and working together seamlessly.
April 14, 2026 – The term “revisionist power” describes states dissatisfied with the existing world order and seeking to reshape the norms and institutions that govern it. These powers stand in contrast to the “status quo” powers — those seeking to maintain the existing world order. Since the end of the Cold War, the lines have been fairly clear: the U.S.-led liberal order, with institutions including NATO and the U.N., represented the status quo. Countries like China, Russia, Iran, and North Korea sought to challenge it.
March 10, 2026 – As the war between the U.S., Israel, and Iran enters its second week, the hope for a short, Venezuela-style campaign is fading. Iran’s reported choice of Mojtaba Khamenei, the son of Ali Khamenei, as its next supreme leader suggests that a mood of defiance persists in Tehran. With no popular uprising in sight, the limitations of an air-only campaign are once again becoming clear. Iran is certainly significantly weakened, and is likely to remain so for some time, but it is not out of the game.
Lacking the military means to resist sustained air attacks, the Iranian regime appears focused on increasing the political and economic cost to the U.S. and its allies. Iran has fired more missiles and drones into Gulf states than into Israel, hoping that these U.S. allies—and key sources of foreign investment—will apply pressure on Washington. In addition, Iran has effectively closed the Strait of Hormuz, the critical waterway linking the Persian Gulf with the Indian Ocean, through which roughly 20 percent of the world’s oil flows. The result has been a double-digit increase in gasoline prices and a sharp rise in oil prices, now exceeding $100 per barrel.
February 20, 2026 – After almost a year of AI euphoria, the stock market recently plunged into AI blues. Once seen as a great boost to all things technology, overnight AI turned into an imminent threat to software companies whose products are now seen as ripe for disruption.
While fears around the fate of software companies are probably overblown—these companies do more than just write code, and their mission critical functions, complex integrations, ongoing maintenance, and security features won’t be easily replaced by vibe coding—the fear itself signals the extent to which we are all struggling to imagine how AI is going to change our economy. These fears are everywhere, casting a long shadow that reinforces a broader sense of an unsettled society.
