Working with a family dividing assets and investment portfolios across multiple generations

The Mavericks are a family that suffered the loss of their patriarch. He left behind a diverse range of businesses, including a valuable flagship asset for his offspring from various marriages. This asset has undergone development and captured the attention of a pension fund. The sale of this asset (which was left in a trust structure in the patriarch’s will) required the adherence of complex stipulations.

Family’s Goals

  • Obtain advice for dealing with the pension fund.
  • Understand the best way to deal with this sudden and unexpected influx of liquidity.
  • Take more autonomous approach to investing.
  • Gain individual investment strategies for each family member with independent advice.

Our Recommendations

  • Stonehage Fleming outlined an approach with communicating with pension fund.
  • Designed a UK Treasury Bill portfolio for the family to assist with immediate cash management.
  • The team provided guidance for family members (some with their own offspring) on building their investment portfolios.
  • The team helped them understand the different investment strategies that are available to them and that might be suitable for their individual goals.

Outcomes (To Date)

  • Several family members now have individual investment portfolios that correlate with their risk appetite and long-term outlook.
  • Renewed understanding on investment and ongoing engagement with their portfolio.
  • Some are taking a step further with succession planning by setting up structures around their various family members and helping plan inheritance tax positions.

Disclaimer: Please note, all case studies have been carefully anonymised. Although scenarios are based on real life events they have been fictionalised and are an amalgamation of client experiences. All names, locations and occupations have been replaced with pseudonyms.


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