STONE­HAGE FLEM­ING

Financial Mail - Investors Monthly - - Cover Story -

Over­all

Of­fer­ing ex­clu­sively in the in­ter­na­tion­ally wealthy fam­ily mar­ket seg­ment, Stone­hage Flem­ing’s tar­get mar­ket is clients with an NAV of more than $20m. The firm of­fers mul­ti­dis­ci­plinary ex­per­tise that ad­dresses com­plex fam­ily re­quire­ments that may span ge­ogra­phies and gen­er­a­tions.

Ad­vice on the ef­fec­tive trans­fer of wealth to the next gen­er­a­tion is one of the firm’s unique sell­ing propo­si­tions. Stone­hage works with suc­cess­ful fam­i­lies to de­ter­mine their vi­sion of how the fam­ily wealth can be safe­guarded.

It in­tro­duced gov­er­nance ini­tia­tives aimed at uni­fy­ing the fam­ily, en­cour­ag­ing the per­pet­u­a­tion of fam­ily val­ues and re­duc­ing the po­ten­tial for fam­ily con­flicts.

The spe­cialised ser­vices the firm of­fers in­clude en­sur­ing that wealth is struc­tured most ef­fi­ciently for com­mer­cial tax and other pur­poses; as­sess­ing the ef­fect of le­gal re­quire­ments across ju­ris­dic­tions on glob­alised as­sets; and ad­min­is­ter­ing in­ter­na­tional fam­ily struc­tures such as trusts and com­pa­nies.

Stone­hage also ex­cels in es­tab­lish­ing in­ter­na­tional bank­ing re­la­tion­ships and the man­age­ment of life­style as­sets and pas­sion in­vest­ments such as sec­ond homes, art col­lec­tions, yachts and pri­vate jets.

The firm re­alises that fu­ture gen­er­a­tions of ul­tra-high net worth in­di­vid­u­als will in­creas­ingly be­come more in­ter­ested in a com­pre­hen­sive wealth man­age­ment dig­i­tal plat­form.

It is work­ing on a roadmap for dig­i­tal in­te­gra­tion and de­vel­op­ment to fo­cus not only on in­vest­ments but also on a crowd-fund­ing phi­lan­thropy sys­tem, se­cure mes­sag­ing ser­vices, a be­spoke re­port­ing dash­board across all as­sets and pri­vate eq­uity port­fo­lio mon­i­tor­ing.

Stone­hage’s goal is to sim­plify an in­creas­ingly com­plex en­vi­ron­ment and pro­vide per­son­alised ser­vice with a deep un­der­stand­ing of ev­ery fam­ily’s unique cir­cum­stances, com­bined with a long-term in­vest­ment ap­proach.

* Firm did not com­plete our ques­tion­naire and our in­for­ma­tion is based on re­search and in­sti­tu­tional knowl­edge.

Ad­vice on the ef­fec­tive trans­fer of wealth to the next gen­er­a­tion is one of the firm’s unique sell­ing propo­si­tions

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