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Methodology

Overview for 2023

  • Wide-ranging face-to-face interviews with circa 15 Ultra High Net Worth (UHNW) families and advisers, discussing their long-term plans, attitudes and concerns.
  • A 34-question survey, completed by nearly 300 contributors from families and advisers.

Age of Respondents

Age of Respondents Source: Stonehage Fleming

Location of Respondents

Location of Respondents Source: Stonehage Fleming

News & Insights

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Michael Berman discusses the impact of changing landscape on priorities More
The 2023 survey finds that there are no sizeable swings in preferred asset classes More
Guy Hudson explores the implications of our latest Four Pillars of Capital report More
Digital carelessness can expose family members and even place them in physical danger More

Chapters

Chapter 1
The new risk environment
Chapter 2
Investment: integrating new values, navigating new risks
Chapter 3
Reputation management in the digital age
Chapter 4
Philanthropy: the power of partnership
Chapter 5
Governance, leadership and the Next Generation
Chapter 6
Purpose: the foundation of a successful family strategy