# Fairfield Stern Tokyo Japan > Providing boutique wealth management services to exceptional individuals and organizations. Fairfield Stern manages generational wealth for high net worth individuals, families and institutions. LEARN MORE ABOUT US Fairfield Stern manages --- ## Pages - [Privacy Policy](https://fairfieldstern.com/privacy-policy/): Effective Date: May 28,2024 Fairfield Stern (“we,” “our,” “us”) is a wealth management firm based in Tokyo, Japan. We recognize... - [Terms & Conditions](https://fairfieldstern.com/terms-conditions/): Effective Date: May 28,2024 Welcome to the website of Fairfield Stern (“we,” “our,” “us”). By accessing or using our website,... - [Anti-Money Laundering (AML) Policy](https://fairfieldstern.com/anti-money-laundering-aml-policy/): Effective Date: May 28,2024 Fairfield Stern (“we,” “our,” “us”) is committed to maintaining the highest standards of integrity in our... - [Clients](https://fairfieldstern.com/clients/): We work with a distinctive group of individuals who have achieved exceptional success through vision, discipline, and ambition. They expect... - [Client Login](https://fairfieldstern.com/clients/login/): Copyright © All Rights Reserved. - [New Client Application](https://fairfieldstern.com/clients/new-client-application/): International Client Application Form BROKERAGE ACCOUNT APPLICATION FORM - [Our Clients](https://fairfieldstern.com/clients/our-clients/): “The best way to look at any business is from the standpoint of the clients. ” Jamie Dimon, American Businessman... - [Our Team](https://fairfieldstern.com/about-us/our-team/): While we have many departments and specialties, we operate as one team, guiding our clients to increased financial security. Our... - [Frequently Asked Questions](https://fairfieldstern.com/resources/frequently-asked-questions/): “An investment in knowledge pays the best interest. ” Benjamin Franklin At Fairfield Stern, we’re always happy to answer your... - [News](https://fairfieldstern.com/resources/news/) - [Insights](https://fairfieldstern.com/resources/insights/) - [Resources](https://fairfieldstern.com/resources/): News View Archive View Archive Insights View Archive View Archive - [Why Tokyo, Japan?](https://fairfieldstern.com/about-us/why-tokyo-japan/): “Harmony is to be valued. ” Prince Shōtoku (聖徳太子), Regent of Japan, 7th century This phrase comes from the Seventeen-Article... - [Our Mission](https://fairfieldstern.com/about-us/our-mission/): Fairfield Stern’s mission is to serve as the premier investment portfolio advisor to a small set of high net worth... - [Our Principles](https://fairfieldstern.com/about-us/our-principles/): Trust Trust must be earned, and nurtured. With both our team and our clients, we work with people we trust,... - [Risk Management](https://fairfieldstern.com/services/risk-management/): “The bamboo that bends is stronger than the oak that resists. ” Saigyō Hōshi (西行法師), 12th-century Japanese poet and Buddhist... - [Retirement Planning](https://fairfieldstern.com/services/retirement-planning/): “Never leave that till tomorrow what you can do today. ” Benjamin Franklin Retirement planning at Fairfield Stern ensures your... - [Wealth Management](https://fairfieldstern.com/services/wealth-management/): Wealth is the ability to fully experience life. Henry David Thoreau In essence, wealth management encapsulates the relationship between life... - [Legacy Planning](https://fairfieldstern.com/services/legacy-planning/): “The only wealth you will keep forever is the wealth you have given away. ” Marcus Aurelius Legacy planning is... - [Private Equity Investing](https://fairfieldstern.com/services/private-equity-investing/): “Successful investing is about managing risk, not avoiding it. ” Benjamin Graham Our private equity investing service offers exclusive access... - [Portfolio Management](https://fairfieldstern.com/services/portfolio-management/): “Know what you own, and know why you own it. ” Peter Lynch, legendary mutual fund manager At Fairfield Stern,... - [About Us](https://fairfieldstern.com/about-us/): “The intelligent investor is a realist who sells to optimists and buys from pessimists. ” Benjamin Graham Fairfield Stern manages... - [Home](https://fairfieldstern.com/): Providing boutique wealth management services to exceptional individuals and organizations. Fairfield Stern manages generational wealth for high net worth individuals,... - [Your Career at Fairfield Stern](https://fairfieldstern.com/about-us/career/): “Success is getting what you want. Happiness is wanting what you get” Dale Carnegie At Fairfield Stern, you’ll have the... - [Contact Us](https://fairfieldstern.com/contact-us/): Get in Touch Phone Number Tokyo, Japan Facebook-f X-twitter Youtube - [Our Services](https://fairfieldstern.com/services/): “The stock market is a device for transferring money from the impatient to the patient. ” Warren Buffett At Fairfield... - [Blog Articles](https://fairfieldstern.com/25484-sites-business-blog/) --- ## Posts --- # # Detailed Content ## Pages - Published: 2025-08-27 - Modified: 2025-08-27 - URL: https://fairfieldstern.com/privacy-policy/ Effective Date: May 28,2024 Fairfield Stern (“we,” “our,” “us”) is a wealth management firm based in Tokyo, Japan. We recognize that confidentiality and trust are at the core of our client relationships, and we take the protection of personal information seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website. Please note that our website is intended primarily to provide information about our services. We do not collect or request sensitive client financial information through this site. Any such information is shared with us only through secure, direct client communication channels, never through public website forms. By using our website, you agree to the practices described in this Privacy Policy. If you do not agree, please discontinue use of our site. 1. Information We Collect We may collect the following types of information when you use our website: Personal Information: Such as your name, email address, phone number, or other details you provide when contacting us or subscribing to updates. Technical Information: Such as your IP address, browser type, operating system, referral URLs, and information collected through cookies or similar technologies. Usage Data: Such as pages you view, links you click, time spent on our site, and browsing patterns. We do not collect banking details, investment account information, or other sensitive financial data through our website. 2. How We Use Your Information We use the information we collect to: Provide and improve our website and services. Respond to your inquiries or requests.... --- - Published: 2025-08-27 - Modified: 2025-08-27 - URL: https://fairfieldstern.com/terms-conditions/ Effective Date: May 28,2024 Welcome to the website of Fairfield Stern (“we,” “our,” “us”). By accessing or using our website, you agree to be bound by these Terms & Conditions (“Terms”). If you do not agree with these Terms, please discontinue use of the site. 1. Use of Website This website is intended for informational purposes only. The content provided does not constitute financial, investment, legal, or tax advice, and should not be relied upon as such. You should consult with a qualified advisor before making any investment or financial decision. You agree to use this website only for lawful purposes and in compliance with applicable laws and regulations. 2. No Offer or Solicitation Nothing on this website should be interpreted as an offer, solicitation, or recommendation to buy or sell securities, financial instruments, or investment products. The information provided is general in nature and may not be suitable for all investors. 3. Intellectual Property Rights All content on this website, including text, graphics, logos, images, and other materials, is the property of Fairfield Stern or its licensors and is protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, display, or create derivative works of any content without our prior written consent. 4. Accuracy of Information While we strive to ensure that the information on this website is accurate and up to date, we make no warranties or representations regarding the accuracy, completeness, or reliability of any information. We disclaim any liability for errors... --- - Published: 2025-08-27 - Modified: 2025-08-27 - URL: https://fairfieldstern.com/anti-money-laundering-aml-policy/ Effective Date: May 28,2024 Fairfield Stern (“we,” “our,” “us”) is committed to maintaining the highest standards of integrity in our business and complying with all applicable laws and regulations designed to combat money laundering, terrorist financing, and other financial crimes. This Anti-Money Laundering (AML) Policy outlines our commitment to safeguarding the financial system and ensuring that our services are not misused for unlawful purposes. 1. Our Commitment We recognize that as a wealth management firm, we have a responsibility to detect, prevent, and report suspicious activities. We adhere to all relevant laws and regulations in Japan, including the Act on Prevention of Transfer of Criminal Proceeds, as well as applicable international standards. 2. Customer Due Diligence (CDD) We follow strict Know Your Customer (KYC) procedures to verify the identity of our clients. This includes: Collecting and verifying official identification documents. Understanding the nature and purpose of the client relationship. Conducting enhanced due diligence for higher-risk clients, transactions, or jurisdictions. We do not establish or maintain anonymous accounts. 3. Ongoing Monitoring We monitor client accounts and transactions on an ongoing basis to ensure that activities are consistent with our knowledge of the client and the intended purpose of the relationship. Any unusual or suspicious activity will be reviewed and, if necessary, reported to the relevant authorities. 4. Reporting Obligations We are legally obligated to report certain transactions or activities to the appropriate authorities in if we suspect they may be linked to money laundering or terrorist financing. Fairfield Stern fully cooperates... --- - Published: 2025-08-26 - Modified: 2025-08-26 - URL: https://fairfieldstern.com/clients/ We work with a distinctive group of individuals who have achieved exceptional success through vision, discipline, and ambition. They expect more from their wealth management—and so do we. Our clients appreciate straightforward advice, independent thinking, and a partner who brings clarity to complexity. Strong relationships are at the heart of everything we do. We combine this personal connection with a deliberate, process-driven approach—drawing on deep experience and specialized capabilities to deliver a financial strategy that’s uniquely yours. Business Owners Retirees Corporate Executives Families & Individuals Women Investors Expatriates “The best way to look at any business is from the standpoint of the clients. ” Jamie Dimon, American Businessman Strategic Advice for Business Owners and Entrepreneurs Entrepreneurs bring bold ideas to life—and we bring the financial perspective to help protect and grow what they’ve built. From startup through succession, we understand the unique pressures and rewards of leading a business. We know how closely personal and professional finances are often linked. Whether you’re looking to fund future growth, optimize tax efficiency, or prepare for the transition of leadership, we offer integrated strategies to help you make the most of your success. With customized solutions built around your goals, we cut through complexity to provide clarity and direction—so you can focus on what matters most. Purposeful Planning for Retirees Retirement today looks very different than it once did. Longer lifespans and evolving lifestyles mean your money must last—and work harder—for you. We help clients prepare for and transition into retirement with confidence.... --- - Published: 2025-08-26 - Modified: 2025-09-01 - URL: https://fairfieldstern.com/clients/login/ Copyright © All Rights Reserved. --- - Published: 2025-08-26 - Modified: 2025-08-26 - URL: https://fairfieldstern.com/clients/new-client-application/ International Client Application FormBROKERAGE ACCOUNT APPLICATION FORM Account Information Account Registration Select the type of registration you want on your Account Individual Joint Tenants with Right of Survivorship If one owner dies, his/her interest passes to the surviving owner(s) Tenants in Common If one owner dies, his/her interest passes to his/her estate (50/50, unless otherwise noted) Other Contact Fairfield Stern to obtain additional documents that must accompany this application. Certain restrictions may apply. Account Holder Mr Mrs Ms Dr Last name First Middle Email address(es) Date of birth (dd/mm/yyyy) Home address City State, Province Country Postal, Zip Code Postal address (if different than above) Home phone (if applicable) (Country code-Area code-Number) Mobile phone (Country code-Area code-Number) Other phone (if applicable) (Country code-Area code-Number) Fax (optional) (Country code-Area code-Number) Country of citizenship Country of residence (if other than above) Securities industry regulations require that we request the following information: Employed Self-Employed Retired Unemployed Employer/Business name Nature of business Business address City State, Province Country Postal, Zip Code Business phone (Country code) (City/Area code) (Number) Occupation/Position Years with employer Marital Status Single Married Divorced Number of dependents Additional Account Holder (If applicable) Mr Mrs Ms Dr Last name First Middle Email address(es) Date of birth (dd/mm/yyyy) Home address City State, Province Country Postal, Zip Code Postal address (if different than above) Home phone (if applicable) (Country code-Area code-Number) Mobile phone (Country code-Area code-Number) Other phone (if applicable) (Country code-Area code-Number) Fax (optional) (Country code-Area code-Number) Country of citizenship Country of residence (if... --- - Published: 2025-08-26 - Modified: 2025-09-02 - URL: https://fairfieldstern.com/clients/our-clients/ “The best way to look at any business is from the standpoint of the clients. ” Jamie Dimon, American Businessman We work with a distinctive group of individuals who have achieved exceptional success through vision, discipline, and ambition. They expect more from their wealth management—and so do we. Our clients appreciate straightforward advice, independent thinking, and a partner who brings clarity to complexity. Strong relationships are at the heart of everything we do. We combine this personal connection with a deliberate, process-driven approach—drawing on deep experience and specialized capabilities to deliver a financial strategy that’s uniquely yours. Business Owners Retirees Corporate Executives Families & Individuals Women Investors Expatriates Strategic Advice for Business Owners and Entrepreneurs Entrepreneurs bring bold ideas to life—and we bring the financial perspective to help protect and grow what they’ve built. From startup through succession, we understand the unique pressures and rewards of leading a business. We know how closely personal and professional finances are often linked. Whether you’re looking to fund future growth, optimize tax efficiency, or prepare for the transition of leadership, we offer integrated strategies to help you make the most of your success. With customized solutions built around your goals, we cut through complexity to provide clarity and direction—so you can focus on what matters most. Purposeful Planning for Retirees Retirement today looks very different than it once did. Longer lifespans and evolving lifestyles mean your money must last—and work harder—for you. We help clients prepare for and transition into retirement with confidence.... --- - Published: 2025-08-19 - Modified: 2025-09-01 - URL: https://fairfieldstern.com/about-us/our-team/ While we have many departments and specialties, we operate as one team, guiding our clients to increased financial security. Our core beliefs are: integrity, personal responsibility, and client service. We value mutual respect and ongoing education. We believe in our people and foster promotion from within, both vertically and laterally, which promotes team cohesion. People at all levels are encouraged to speak out and contribute, and we even learn from our clients. An open mind catches good ideas. What experience has taught us: Clients come first As fiduciaries, we prioritize our clients’ best interests. We’re responsive and committed—returning calls within one business day. We lead with initiative Proactive communication is key. Our dedicated analysts are continually monitoring the market to stay ahead. We focus on solutions Even in volatile times, we stay calm and thoughtful. Every recommendation is tailored to each client’s unique situation. We keep our word Reliability matters. When we say we’ll do something, we follow through—every time. We succeed together Your goals are our goals. Each client benefits from a dedicated team working toward a shared future. Performance Wealth management is an art that cannot be simply quantified. Success requires achieving the right balance between risk and reward for each and every client. The measure of aggressiveness in pursuing capital growth must be balanced against the needs for asset protection and stability. Risk adjusted returns should be maximized within the bounds of safety and capital preservation. Our role is to achieve above average risk-adjusted returns, at the... --- - Published: 2025-08-19 - Modified: 2025-08-29 - URL: https://fairfieldstern.com/resources/frequently-asked-questions/ "An investment in knowledge pays the best interest. " Benjamin Franklin At Fairfield Stern, we’re always happy to answer your questions. Here are some of the more frequently asked by new clients. I Know Nothing About Investing. How Do I Start? You start at the beginning, with a simple conversation with one of our advisors. It’s our job to assess your needs and create an appropriate investment plan. How Can I Be Sure I’m Receiving the Best Possible Advice? At Fairfield Stern, we operate independently. This gives us the flexibility to evaluate a wide range of options and recommend only those that truly align with your needs. Our advisors are fully credentialed, committed to continuous professional development, and bring specialized expertise across a variety of financial areas. With a robust team in place, we ensure clients receive focused, high-quality guidance How Can I Keep Track Of My Investments? Clients can log in to Fairfield Stern’s secure website 24/7 to view their holdings, in an up-to-date and straightforward manner. Will My Personal Information Remain Confidential? Absolutely. One of the reasons for our longstanding client relationships is discretion, matched by loyalty and performance. Fairfield Stern also employs advanced firewalls and state-of-the-art cyber security to protect all our company and client data from unwanted eyes. I Work In The Finance Industry. Why Would I Need Fairfield Stern? Many financial professionals prefer to hold assets outside of where they work. They may want privacy, to hold assets offshore, access to a broader range of... --- - Published: 2025-08-12 - Modified: 2025-08-19 - URL: https://fairfieldstern.com/resources/ News View Archive View Archive Insights View Archive View Archive --- - Published: 2025-08-11 - Modified: 2025-08-29 - URL: https://fairfieldstern.com/about-us/why-tokyo-japan/ “Harmony is to be valued. ” Prince Shōtoku (聖徳太子), Regent of Japan, 7th century This phrase comes from the Seventeen-Article Constitution (604 AD), one of Japan’s earliest moral and political codes. It emphasizes wa (和)—harmony—as the foundational principle for governance and society. The core cultural principle of wa naturally aligns with the ideals of long-term wealth management: balance, stability, and thoughtful order. Why Fairfield Stern Is Headquartered in Tokyo, Japan In today’s dynamic global financial landscape, the right location is more than a backdrop—it’s a strategic advantage. For Fairfield Stern, establishing its base in Tokyo, Japan has proven to be a decisive move. Tokyo offers a rare blend of deep-rooted tradition and forward-looking innovation, creating an environment where sophisticated financial strategies can thrive. Fairfield Stern leverages Tokyo’s unmatched strengths: a stable economy, a transparent and reliable regulatory framework, and a highly discerning client base. The city’s advanced infrastructure and connectivity further empower the firm to serve both local and international clients with precision and agility. As Tokyo continues to rise as a global financial center, Fairfield Stern is well-positioned to grow, adapt, and lead—benefiting from everything the city has to offer. Japan stands as one of the world’s foremost financial and economic powerhouses, known for its resilience, innovation, and disciplined approach to growth. As the fourth-largest economy globally, Japan commands significant influence in international markets and policy-making arenas. Its strong legal system, consistent regulatory environment, and prudent fiscal policies contribute to a foundation of economic stability that is especially valuable... --- - Published: 2025-08-11 - Modified: 2025-08-19 - URL: https://fairfieldstern.com/about-us/our-mission/ Fairfield Stern's mission is to serve as the premier investment portfolio advisor to a small set of high net worth individuals, families and charitable foundations. Our goal is to achieve higher long-term, risk-adjusted returns in a tax-efficient manner. We seek growth through referrals from our well-cared for clients, as well as developing relationships with the next generation of our exisitng clientele. --- - Published: 2025-08-11 - Modified: 2025-08-19 - URL: https://fairfieldstern.com/about-us/our-principles/ Trust Trust must be earned, and nurtured. With both our team and our clients, we work with people we trust, who in turn trust us. We have extensive global networks with whom we have build close connections over time. We hire financial professionals who have earned our trust and demonstrated unwavering integrity. Client-Centric Approach Our goal is to privide the highest level of services to a discrete list of clients. Experience has taught us that providing world class service and above average returns rewards us with higher client retention and subsequent referral business. This is both rewarding and the best business model over the long term. Open communication and transparency established the foundation for comfortable relationships that facilitate an ease of doing business for both sides. Performance Wealth management is an art that cannot be simply quantified. Success requires achieving the right balance between risk and reward for each and every client. The measure of aggressiveness in pursuing capital growth must be balanced against the needs for asset protection and stability. Risk adjusted returns should be maximized within the bounds of safety and capital preservation. Our role is to achieve above average risk-adjusted returns, at the lowest possible cost, to generate high net-rate performance for our clients. Independence = Objectivity Fairfield Stern is privately owned, and independently operated. Because we are a private institution, we enjoy complete freedom to advise our clients in an objective and unbiased manner. We advise our global clientele based solely on what is in their... --- - Published: 2025-08-11 - Modified: 2025-09-01 - URL: https://fairfieldstern.com/services/risk-management/ “The bamboo that bends is stronger than the oak that resists. ” Saigyō Hōshi (西行法師), 12th-century Japanese poet and Buddhist monk At Fairfield Stern, we believe your wealth is more than a number—it’s the foundation for your dreams, family, and legacy. Our risk management services are designed to safeguard your assets against life’s uncertainties, from market volatility to personal transitions. With a sophisticated yet accessible approach, we create tailored strategies to preserve your wealth while supporting your long-term goals. Whether you’re planning for retirement, building a charitable legacy, or securing a business, our expert team ensures your financial future is protected with clarity and confidence. A Smart Approach to Wealth Protection Risk management is the heart of a strong financial plan, especially for high-net-worth individuals navigating complex markets. At Fairfield Stern, we take a proactive approach, identifying risks and crafting solutions that align with your unique needs. From market downturns to tax challenges, our strategies help you preserve wealth and pursue your vision without worry. Inspired by industry best practices, we blend proven techniques with personalized guidance to keep your finances secure. Key Strategies for Wealth Preservation Our risk management techniques are designed to protect your wealth while balancing growth and stability. Here’s how we help: Diversification Spreading investments across stocks, bonds, real estate, and alternatives like private equity reduces risk. By choosing assets that move independently, we stabilize your portfolio during market swings. For example, bonds or commodities can offset stock market dips, keeping your wealth steady. Asset Allocation... --- - Published: 2025-08-11 - Modified: 2025-08-29 - URL: https://fairfieldstern.com/services/retirement-planning/ "Never leave that till tomorrow what you can do today. " Benjamin Franklin Retirement planning at Fairfield Stern ensures your golden years are secure and fulfilling. We assess your current financial position, projected income needs, and lifestyle goals to create a robust retirement strategy. Our team models various scenarios, factoring in inflation, healthcare costs, and market fluctuations to ensure your plan is resilient. We ensure your assets and pension plans are optimized for longevity. Whether you’re decades away or nearing retirement, our personalized approach provides clarity and confidence, empowering you to enjoy your future without financial worry. Trust us to safeguard your retirement dreams. Securing Your Legacy with Elegance and Precision At Fairfield Stern, we understand that retirement planning is not merely about financial security but about crafting a legacy that reflects your aspirations and values. Our bespoke retirement planning services are designed to provide clarity, confidence, and sophistication, ensuring a future where your vision of retirement—whether it involves global travel, philanthropy, or leisurely pursuits—is seamlessly realized. By integrating time-honored financial principles with innovative strategies, we create tailored plans that safeguard your wealth and empower you to embrace retirement with poise. A Refined Approach to Retirement Planning Retirement is a pivotal chapter, demanding a strategy that balances growth, preservation, and income generation. Our approach begins with a deep understanding of your unique goals, lifestyle preferences, and financial circumstances. Whether you envision a retirement of serene relaxation or dynamic exploration, our advisors craft a comprehensive plan that aligns with your aspirations... --- - Published: 2025-08-11 - Modified: 2025-08-29 - URL: https://fairfieldstern.com/services/wealth-management/ Wealth is the ability to fully experience life. Henry David Thoreau In essence, wealth management encapsulates the relationship between life and money. Fairfield Stern was established to help clients manage their financial life. Wealth management includes a comprehensive set of services that provide a holistic approach to managing money. These include financial planning, investment management, estate planning and more, tailored to an individual’s, family’s or institution’s needs and goals. Delivering effective and highly customized financial strategies requires a sophisticated approach. The foundation of this approach is taking time with our clients. Effective wealth management requires a big picture understanding of each client’s life – personal, professional, and financial. Based on this foundation, we craft bespoke strategies to maximize outcomes. Sometimes we work solely with our client; other times we collaborate with other professional advisors, like legal and tax specialists, to make sure that we are always being proactive in integrating tax efficiencies, global income, estate planning, investment management, and philanthropic activities. Investment Management At Fairfield Stern, investment management encompasses more than simply asset selection and monitoring. An investment strategy must be both sensible and ambitious. Your Fairfield Stern investment management plan considers financial goals, risk tolerance, taxation, asset selection, and the current macroenvironment to get the best potential outcomes. Financial Planning A Fairfield Stern, a financial plan in a dynamic entity, not a static document. We adapt to you, and all the changes that happen throughout life. The first step is helping you understand your current potention. Together, we clarify... --- - Published: 2025-08-11 - Modified: 2025-08-29 - URL: https://fairfieldstern.com/services/legacy-planning/ “The only wealth you will keep forever is the wealth you have given away. ” Marcus Aurelius Legacy planning is about preserving your wealth and values for future generations. At Fairfield Stern, we design strategies that ensure your estate is transferred efficiently and in alignment with your wishes. We collaborate with legal experts to structure trusts, wills, and charitable giving plans that minimize tax liabilities and protect your assets. Our holistic approach considers family dynamics, philanthropy, and business succession, creating a lasting impact. With meticulous attention to detail, we provide peace of mind that your legacy will endure, reflecting your vision and values for generations to come. The Art of Estate Planning: Securing Your Legacy Estate planning is a profound act of stewardship, ensuring that the wealth you have cultivated over a lifetime is distributed in alignment with your intentions, minimizing tax burdens and avoiding delays or disputes that can arise from state intervention. Without a well-crafted estate plan, local laws may dictate asset distribution, potentially leading to higher taxes, prolonged legal processes, and emotional strain for your family. At Fairfield Stern, we view estate planning as a life-affirming endeavor—one that empowers you to shape your legacy with clarity and confidence. Our team partners with you to create a comprehensive estate plan tailored to your unique circumstances, whether your assets are modest or substantial. We leverage our deep expertise in trusts, estates, and wealth management, collaborating seamlessly with your legal counsel, accountants, and other professionals to ensure a cohesive strategy.... --- - Published: 2025-08-11 - Modified: 2025-08-29 - URL: https://fairfieldstern.com/services/private-equity-investing/ "Successful investing is about managing risk, not avoiding it. " Benjamin Graham Our private equity investing service offers exclusive access to high-potential opportunities unavailable in public markets. We carefully select and vet private equity deals, focusing on industries with strong growth prospects. Our team conducts rigorous due diligence to mitigate risks and maximize returns, aligning investments with your financial goals. With our deep network and expertise, we provide access to elite investments, ensuring diversification and upside potential. Fairfield Stern’s disciplined approach to private equity empowers you to build wealth through innovative, high-impact opportunities while maintaining a balanced portfolio. Elevate Your Wealth with Fairfield Stern At Fairfield Stern, we believe wealth is more than just numbers—it’s about creating opportunities and building a legacy that reflects your vision. Our private equity (PE) offerings provide high-net-worth clients with exclusive access to investments that can enhance returns and diversify portfolios. Unlike publicly traded stocks, private equity opens doors to unique opportunities, offering the potential for higher rewards and greater control. With a tailored, client-focused approach, we guide you through the world of private equity, helping you achieve your financial goals with confidence and clarity. Why Choose Private Equity Over Public Stocks? Private equity involves investing in private companies or taking public firms private, offering distinct advantages over traditional stocks. Here’s why PE stands out: Higher Return Potential Private equity often delivers stronger returns than public markets by focusing on high-growth or undervalued companies. PE firms actively improve businesses—through better operations or strategic moves—unlocking significant... --- - Published: 2025-08-11 - Modified: 2025-08-29 - URL: https://fairfieldstern.com/services/portfolio-management/ "Know what you own, and know why you own it. " Peter Lynch, legendary mutual fund manager At Fairfield Stern, we understand that achieving your financial goals requires a disciplined and consistent approach. Our investment plans are designed to help you grow your wealth steadily. With personalized attention and expert guidance, we make portfolio management accessible and effective for everyone. Portfolio Management: Building Wealth with Precision At Fairfield Stern, portfolio management is a disciplined, strategic process designed to help clients achieve their financial goals while navigating the complexities of today’s markets. Grounded in the principles of Modern Portfolio Theory (MPT), introduced by Harry Markowitz in 1952, our approach emphasizes maximizing returns for a given level of risk through diversification, optimization, and data-driven decision-making. By blending timeless investment principles with cutting-edge tools, we create tailored portfolios that balance growth, stability, and client priorities. Modern Portfolio Theory Explained MPT’s core tenet is the risk-return trade-off, recognizing that higher potential returns come with increased volatility. We assess each client’s risk tolerance and financial objectives—whether saving for retirement, funding education, or building generational wealth—to construct portfolios that align with their unique needs. By quantifying risk as the standard deviation of returns, we ensure portfolios are built to deliver consistent performance while mitigating volatility. Diversification Diversification is a cornerstone of our strategy. By combining assets with low or negative correlations—such as equities, bonds, real estate, and alternatives like private equity—we reduce portfolio risk without sacrificing returns. For example, during market downturns, uncorrelated assets like government... --- - Published: 2025-08-11 - Modified: 2025-09-15 - URL: https://fairfieldstern.com/about-us/ "The intelligent investor is a realist who sells to optimists and buys from pessimists. " Benjamin Graham Fairfield Stern manages generational wealth for high net worth individuals, families and institutions. From our office in Tokyo, Japan, we give our clients access to in-depth financial expertise and first class investment products. At Fairfield Stern, our investment philosophy is based on a winning combination of expert portfolio managers sharing and developing ideas. Working as a team, we take great care to customize each investment portfolio based on our clients’ financial targets, personal objectives, existing assets, and risk profile. This bespoke approach, wedded to a high level of personal service, sets us apart from the competition. It also allows us to be more agile and objective in our decision-making process. Both individual and institutional clients get the best advice from independent firms that are free from conflicts of interest inherent in larger bank-owned firms that deal in large principal positions. And, as a company dealing with multigenerational clients, compliance is of primary importance to Fairfield Stern. We are members of multiple investment associations worldwide, and insist on the highest levels of accreditation for our senior investment managers. Our Mission Fairfield Stern's mission is to serve as the premier investment portfolio advisor to a small set of high net worth individuals, families and charitable foundations. Our goal is to achieve higher long-term, risk-adjusted returns in a tax-efficient manner. We seek growth through referrals from our well-cared for clients, as well as developing relationships with... --- - Published: 2020-06-22 - Modified: 2025-09-01 - URL: https://fairfieldstern.com/ Providing boutique wealth management services to exceptional individuals and organizations. Fairfield Stern manages generational wealth for high net worth individuals, families and institutions. LEARN MORE ABOUT US Fairfield Stern manages generational wealth for high net worth individuals, families and institutions. From our office in Tokyo, Japan, we give our clients access to in-depth financial expertise and first class investment products. At Fairfield Stern, our investment philophy is based on a winning combination of expert portfolio managers sharing and developing ideas. "The intelligent investor is a realist who sells to optimists and buys from pessimists. " Benjamin Graham READ MORE Market data by TradingView Wealth Management Our comprehensive wealth management service integrates every facet of your financial life into a cohesive, personalized strategy. Who We Serve LEARN MORE Portfolio Management Our portfolio management service delivers tailored investment strategies designed to balance growth, income, and capital preservation. What You Will Experience As a Fairfield Stern Client Why Fairfield Stern? LEARN MORE Retirement Planning Retirement planning at Fairfield Stern ensures your golden years are secure and fulfilling. Key Elements of Our Retirement Planning Services The Best Time To Start Why Choose Us? LEARN MORE Legacy Planning Legacy planning is about preserving your wealth and values for future generations. The Art of Estate Planning Key instruments in our estate planning toolkit include Charitable Giving: Amplifying Your Impact Strengthening Family Bonds and Values LEARN MORE Private Equity Investing Our private equity investing service offers exclusive access to high-potential opportunities unavailable in public markets. Why Choose... --- - Published: 2020-06-22 - Modified: 2025-08-29 - URL: https://fairfieldstern.com/about-us/career/ “Success is getting what you want. Happiness is wanting what you get” Dale Carnegie At Fairfield Stern, you’ll have the opportunity to thrive in a dynamic culture with hands-on learning and access to seasoned professionals with decades of experience. As part of the Fairfield Stern team, your job will involve helping individuals, families, and institutions manage their financial life. Wealth management includes many specialties, ranging from portfolio management to estate planning. Whatever your specific position, your purpose will be to work as part of a team to help clients achieve their financial goals and ultimately improve their lives. When building your career, you want to be constantly learning and progressing. This is the process of excelling. Our goal is to find people with the qualities to excel, and to create an environment where they can build exciting careers. Building Your Career at Fairfield Stern Grow Through Hands-On Experience We believe in learning by doing. Whether you're just starting out or advancing your career, we provide real-world experience, mentorship, and continuous development to help you reach your potential. Comprehensive Support for Your Success Your long-term success matters to us. That’s why we offer competitive compensation, robust benefits, and tailored training programs designed to support both your personal and professional growth. Strength in Diversity Our strength lies in our differences. By bringing together individuals with a wide range of backgrounds and viewpoints, we generate more thoughtful strategies and deliver exceptional outcomes for our clients. Connect Beyond the Desk We foster a culture... --- - Published: 2020-06-22 - Modified: 2025-08-19 - URL: https://fairfieldstern.com/contact-us/ Get in Touch Phone Number Tokyo, Japan Facebook-f X-twitter Youtube --- - Published: 2020-06-22 - Modified: 2025-08-29 - URL: https://fairfieldstern.com/services/ "The stock market is a device for transferring money from the impatient to the patient. " Warren Buffett At Fairfield Stern, we are dedicated to empowering our clients to achieve their financial aspirations with confidence and clarity. With decades of collective experience, our team of seasoned wealth advisors and reseach analysts delivers bespoke solutions tailored to high-net-worth individuals, families, and institutions. Headquartered in Tokyo, Japan, we blend global expertise with local insight, ensuring strategies that resonate with your unique goals. Our client-centric approach is built on trust, transparency, and integrity, fostering enduring relationships. We leverage cutting-edge analytics, rigorous research, and a deep understanding of global markets to safeguard and grow your wealth. At Fairfield Stern, your legacy is our priority, and we are committed to guiding you through every stage of your financial journey with unwavering dedication. Wealth Management Our comprehensive wealth management service integrates every facet of your financial life into a cohesive, personalized strategy. We begin with an in-depth discovery process to understand your goals, risk tolerance, and values. Our team crafts a dynamic plan encompassing investment allocation, tax optimization, and cash flow management, ensuring alignment with your aspirations. By coordinating with your legal and tax advisors, we create a seamless strategy that adapts to changing market conditions and personal circumstances. With Fairfield Stern, your wealth is managed with precision, foresight, and a commitment to maximizing your financial potential while preserving your peace of mind. LEARN MORE Portfolio Management Our portfolio management service delivers tailored investment strategies designed... --- --- ## Posts ---