STONEHAGE FLEMING

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