Stonehage Fleming

Overview

Stonehage Fleming is an independently owned multi-family office founded through the merger of two firms in 2014. It specializes in wealth management and fiduciary services for high-net-worth families and wealth creators around the world. With roots combining South African family office services and British banking heritage, the firm is headquartered in Jersey and operates in 14 jurisdictions across eight countries.

The firm manages client assets totaling £60 billion and provides services such as family office support, investment management, succession and governance planning, tax and legal advisory, cash management, philanthropy advisory, and art management. Stonehage Fleming serves both first-generation wealth creators and multi-generational families, placing an emphasis on complex family structures and long-term objectives.

Basic Information

Contact Details

• Phone: +44 153 482 3000
• Website: stonehagefleming.com
• LinkedIn: linkedin.com/company/stonehagefleming

Key Focus Areas & Initiatives

• Family office advisory
• Expert fiduciary
• Legal & tax advisory
• Dealing
• Treasury
• Expert reporting
• Philanthropy
• Art management
• Corporate services
• Investment management
• Private equity
• Direct investments
• Financial planning
• Wealth management
• Succession planning
• Governance
• Insurance services
• Family governance frameworks
• Private banking
• International estate planning
• Client advisory
• Multi-jurisdictional services
• Fiduciary services
• Wealth preservation
• Trust administration
• Family office digital solutions
• Philanthropy support
• Art collection advisory
• Estate planning
• Consulting
• Alternative investments
• Financial advisory
• Client-centric approach
• Cross-border structuring
• Strategic advice
• Global fiduciary network
• Family wealth education
• Asset protection
• Trust structures
• Multi-family office services
• Legacy planning
• Direct equity strategies
• Charitable foundations
• Sustainable investing
• Art and lifestyle asset management
• Lifestyle asset management
• Asset management
• Business development
• Financial reporting
• Operational support
• Portfolio management
• Family enterprise consulting
• Network of advisers

Technologies Used

• Anaplan
• Atlassian Confluence
• Azure Functions
• Azure Log Analytics
• Azure Logic Apps
• Azure Monitor
• Azure SQL
• Bicep
• CloudFlare Hosting
• Cloudflare DNS
• DNS Made Easy
• Google
• Google AdWords Conversion
• Google Tag Manager
• Jira
• Laserfiche
• Microsoft 365
• Microsoft Azure
• Microsoft Azure Hosting
• Microsoft Azure Monitor
• Microsoft Defender for Cloud
• Microsoft Entra ID
• Microsoft Excel
• Microsoft Exchange Online
• Microsoft Intune Enterprise Application Management
• Microsoft Office
• Microsoft Office 365
• Microsoft Power Platform
• Microsoft PowerPoint
• Microsoft PowerShell
• Microsoft Teams Rooms
• Mobile Friendly
• Outlook
• PowerBI Tiles
• React Redux
• Remote
• SQL
• SWIFT
• Salesforce
• SharePoint
• Slack
• Snowflake
• Terraform
• iManage

Affiliated Organizations & Regional Branches

• Rosenberg Partners