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United Kingdom
Jersey
United Kingdom
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Scale: 501-1000
Estimated: 933
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2 years, 5 months agoStonehage Fleming is adviser to many of the world’s leading families and wealth creators.
Stonehage Fleming is adviser to many of the world’s leading families and wealth creators.
We help families manage and protect their wealth now and for future generations.
To meet their needs we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families’ existing offices, advisers and our extensive network of professional firms.
Our relationships with clients would typically include:
- Helping define the purpose of the family wealth, its governance and succession plans.
- Managing and administering international structures such as trusts and companies.
- Managing investment portfolios on a discretionary and advisory basis.
- Ensuring plans are in place for all phases of the financial life cycle and that wealth is structured efficiently
- Identification and mitigation of the full spectrum of risks to family wealth.
- Reviewing legal structures, taking account of cross-border and inter-generational considerations.
- Sourcing and advising on private capital investment opportunities.
- Creating reports aggregating and analysing all aspects of client wealth.
- Coordination and execution of all banking and treasury needs.
- Advising on matters of corporate finance for the family business and other commercial interests.
- Management of art collections and other lifestyle assets.
We have a rich array of in-house expertise but we also work closely with families’ existing advisers and our network of experienced professional partners, in particular lawyers, accountants and trustees. Our scale and market presence enable us to identify the best professional partners internationally. We deliver the optimal combination of internal and external advice based on client needs.
Keep up to date with our latest news and insights here: https://www.stonehagefleming.com/insights
Family Office Advisory, Expert Fiduciary, Legal and Tax Advisory, Dealing & Treasury, Expert Reporting, Philanthropy, Art Management, Corporate Services, Investment Management, Family Office, Private Equity, Direct Investments, Sports & Entertainment , Financial Planning, Wealth Management, Wealth Planning, Trust & Estate, Succession & Governance, Dealing & Treasury, Property Advisory, and Insurance Services
Offering family office advisory services, wealth management, wealth and estate planning, legal and tax advisory and trust services across multiple jurisdictions.
Corporate | Type | Tweets | Articles | |
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Groupe Althémis, notaires Law Practice, Legal Services | Groupe Althémis, notaires Law Practice, Legal Services | Other 16 Oct 2023 | | |
HSBC Bank, Financial Services | HSBC Bank, Financial Services | Other 15 Oct 2019 | | |
London Stock Exchange Finance, Financial Services | London Stock Exchange Finance, Financial Services | Not capitalistic Not partnership Event 4 Mar 2019 | | |
Financial Times Media, Newspaper Publishing | Financial Times Media, Newspaper Publishing | Other 25 Jan 2021 | |