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Important Security Notice

We have recently become aware of several attempted scams involving individuals impersonating our staff and our business. Please be aware that we do not conduct cold-calling of any kind and we do not sell cryptocurrency investments. We do not operate public WhatsApp or Facebook groups and will never request payments or confidential information via WhatsApp or other social media platforms. If you are contacted unexpectedly or have any concerns about the legitimacy of a communication, please reach out to us directly using our official contact details here: www.stonehagefleming.com/offices or please report any suspicious activity to: fraudreport@stonehagefleming.com.

Joseph Southern

Associate Director – Family Office, Tax Compliance & Client Reporting

Joe is an Associate Director in the Family Office North America Division. He also serves as a Tax Advisor to a number of ultra high net worth international families.

He joined the Group in 2024 following six years in public accounting. Most recently, Joe was a manager in Deloitte’s Investment Management practice, primarily serving hedge and credit funds.

Joe is a Certified Public Accountant and has a Bachelor’s degree in Economics from Fordham University.

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