Our services have been designed in direct response to the needs of international families and have two clear objectives:
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.
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.
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.
Stonehage Fleming Law brings exceptional experience to wealthy international families, providing advice on long-term tax planning and structuring solutions, as well as ensuring day-to-day transactions are properly scrutinised for their tax and regulatory implications.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Offices and expertise around the world: