Family Futures, Wisdom and Wealth

For the eighth episode of our podcast, Kitty Tait welcomes Caspar Helmore for a discussion about our Outsourced Family Investment Office (OFIO), a service that provides families with oversight of their investment assets under a unified strategy, coordinating positions across asset classes and investment relationships. Caspar takes Kitty through the four corners of our OFIO offering, from consolida...

In the seventh episode of our podcast, host Kitty Tait welcomes Matthew Brown and Hattie Graham of Stonehage Fleming’s Wealth Planning team as they explore the services and strategies that shape our approach to wealth planning. Their conversation explores the team’s personalised strategic support, helping clients navigate a complex financial landscape, including families with multi-generational we...

Welcome to the ‘Family Futures, Wisdom & Wealth’ holiday special!  In this sixth episode of the series, host Guy Hudson welcomes back Maria de Peverelli for a captivating case study about one of her real-life art collection management projects, Holkham Hall in Norfolk. Maria shares the stately home’s fascinating origin story, and how her decades-worth of expertise was applied to preserving Hol...

For our fifth episode of the series, host Guy Hudson welcomes Maria de Peverelli, Stonehage Fleming’s Executive Chairman of Art Management, for a fascinating conversation about art and the world of art collecting.  Maria’s team leads an international team of art experts, with offices in both London and Zurich, and provides art management services to foundations, collectors and trusts across the wo...

Many wealthy families are interested in engaging in philanthropy, but are unsure where to begin. In this episode of Stonehage Fleming podcast ‘Family Futures: Wisdom and Wealth’ host Guy Hudson welcomes Carole Day for a discussion about philanthropy, what it can mean to wealthy families and the power it has to transform communities.  As Chief Executive of Afrika Tikkun UK, Carole explains how one...

For our third episode of the series, Guy Hudson welcomes two key members in our London Investment Management team, Caspar Helmore and Tristan Dolphin. Tristan and Caspar get granular about how Stonehage Fleming supports families in times of uncertainty, the rise of sustainable investing, the unique benefits of being investors embedded in a renowned multifamily office, and why you should never take...

In our second episode, Guy is joined by Jessica McGawley for a chat about mental health. From the unique opportunities and challenges facing the ‘Next Gen’, tips on healthy communication between the generations, and how the mental health crisis impacts the families we work with. Listen here to find out how the right support creates a greater chance for intergenerational success. Jessica McGawley i...

Welcome to the very first Stonehage Fleming podcast ‘ Family Futures: Wisdom and Wealth’ where we explore the multifaceted world of family wealth management. In this episode, host Guy Hudson from Stonehage Fleming delves deep into the role of family offices in managing wealth beyond mere financial considerations, with guests Priyanka Hindocha and Matthew Fleming . What makes a family office more t...