Services

Our services have been designed in direct response to the needs of international families and have two clear objectives:

Sports & Entertainment

Stonehage Fleming have many years’ experience assisting global sports stars, providing a range of integrated financial and administrative services to ensure their long-term interests are being looked after, while they focus primarily on the success of their sporting careers.

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Automatic Exchange of Information (CRS & FATCA)

Stonehage Fleming offers a full Automatic Exchange of Information (“AEoI”) consultancy service, encompassing both the US FATCA (“FATCA”) and OECD Common Reporting Standard (“CRS”) regimes, to client families in respect of their fiduciary structures and financial services firms including private banks, investment managers, trustees and other fiduciaries. 

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Next Gen

Family Governance and Succession is central to everything we do. As the leading International Family Office we have a duty to set the benchmark for excellence in this area. As a group with a strong Trustee heritage and a significant Trust business, we have a very real fiduciary responsibility. Just as importantly as a broader Family Office and Investment Management business, it is imperative that we de-risk our clients’ intergenerational handover by focusing on Governance and Succession.

What do we mean by Family Governance and Succession? This goes way beyond the traditional estate and tax planning. It is the process through which families articulate their Purpose, their Vision and their Values (PVV). It is the creation of a framework, with communication at its core, which enables consistent, good decision making on issues from Family Business to Family. It is shaped by, and shapes, all Four Pillars of Capital.

Our broad experience of working with families from around the world has reinforced our passionately held belief that successful intergenerational strategies must recognise all Four Pillars of Capital: Social, Intellectual, Cultural and Financial.

We work closely with the Next Generation to ensure that they too appreciate the Four Pillars of Capital, and encourage open conversations so they can share concerns and aspirations, build their networks and gain a broader perspective.

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Succession & governance

Supporting client families in succession planning and family governance is core to our service offering. It is an integral part of almost everything we do and is a crucial consideration in major decisions.

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Family office

Our Family Office is at the heart of our service offering. It is designed to cover everything you would want from your own family office and a lot more. Family office can offer a hub of knowledge, experience and operational capability, which can support the requirements of the family across the whole range of their affairs, from long-term planning to routine transactions and administration.

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Expert fiduciary

A full range of cross-jurisdictional fiduciary services including trusteeship, directorship, company secretarial, administration, nominee services and executorships. Our extensive commercial experience equips us to handle an exceptionally wide range of assets.

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Family business advisory

We assist families in all matters relating to the ownership of family businesses, including succession planning and governance, structuring and fiduciary services, risk management, and a breadth of corporate finance advice.

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Wealth planning

Integrated planning and investment advice focused on the needs of UK resident and domiciled/deemed-domiciled family members. Clients benefit from advice across a full range of tax efficient structures and investments to support their financial and intergenerational goals.

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Insurance services

Our insurance services form part of a wider risk management strategy, covering the whole spectrum of family circumstances. We are not an insurance broker and this independence means we can source the most appropriate cover for our clients.

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Philanthropy

We advise families on their approach for philanthropy, usually as an integral part of the wider family strategy. We also provide technical advice, structures, investment services and full operational support where required.

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Investment management

Drawing on extensive resources and expertise, we invest on a discretionary or advisory basis across the full range of asset classes. We always adapt our investment approach to the wider circumstances of the family.

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Private equity

Using our network of contacts and partners we access attractive private equity opportunities both through funds and direct investments. Our offering is global and flexible and can be fully tailored to a client’s specific requirements.

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Dealing & treasury

A comprehensive service to handle all the family’s banking and investment administration, including cash management, deal execution and custody. Our system enables us to spread banking counterparty risks across a number of prime institutions.

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Expert reporting

We provide comprehensive online reporting across a client’s entire asset base. Intelligence and technology combine to provide the insight and visibility needed to make effective decisions about family wealth.

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Corporate finance

Our expert advisers provide independent corporate finance advice to shareholders and companies at every stage of the corporate lifecycle – from acquisitions and capital raising, through to disposals and liquidity events.

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Corporate services

A bespoke service designed to help clients navigate the world’s increasingly complicated legal and regulatory environment in order to create innovative and effective corporate structures.

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Art management

Our Art Management team, supported by a global network of experts, provides a comprehensive service including governance and legal oversight, cataloguing and insurance, coordination of purchases and sales, exhibition loans, logistics, and planning for the future.

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Property advisory

We advise and act for clients in all matters relating to residential property, particularly in Central London. We support clients with acquisitions and disposals, manage existing properties and offer a private property search service.

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Offices

Offices and expertise around the world: