A Guide to the Outsourced Family Investment Office | With Caspar Helmore

A Guide to the Outsourced Family Investment Office | With Caspar Helmore

For the eighth episode of our podcast, Kitty Tait welcomes Caspar Helmore for a discussion about our Outsourced Family Investment Office (OFIO), a service that provides families with oversight of their investment assets under a unified strategy, coordinating positions across asset classes and investment relationships. Caspar takes Kitty through the four corners of our OFIO offering, from consolidated investment strategy and counterparty coordination to governance and manager oversight. The pair delve into how we remove the burden of asset allocation for clients and support them through periods of intergenerational transition.   About Our Guest Caspar Helmore is a specialist in advising families on the design and implementation of Outsourced Family Investment Office solutions. With extensive experience supporting families through liquidity events and complex wealth transitions, Caspar brings deep expertise in governance, investment oversight and intergenerational planning. Listen on to gain valuable insight into how families can build a sustainable and resilient wealth framework. Disclaimer: Private Capital is not suitable for retail ordinary clients. This is not a recommendation, offer or solicitation to buy or sell an investment. Issued by Stonehage Fleming Investment Management Limited (SFIM) Authorised and regulated by the Financial Conduct Authority (194382). Visit our website: https://www.stonehagefleming.com/ [https://www.stonehagefleming.com/] Follow us on socials: https://www.instagram.com/stonehagefleming/?hl=en [https://www.instagram.com/stonehagefleming/?hl=en&utm_source=chatgpt.com]https://www.linkedin.com/company/stonehagefleming/ [https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com]

Modern Approaches in Wealth Planning | With Hattie Graham & Matthew Brown

In the seventh episode of our podcast, host Kitty Tait welcomes Matthew Brown and Hattie Graham of Stonehage Fleming’s Wealth Planning team as they explore the services and strategies that shape our approach to wealth planning. Their conversation explores the team’s personalised strategic support, helping clients navigate a complex financial landscape, including families with multi-generational wealth, entrepreneurs and professionals. From the core principles of financial planning, through issues that keep clients up at night, to how families’ priorities have shifted over the past three decades, Hattie and Matthew get granular on how being in a multi-family office sets our offering apart. About Our Guests Based in London, Wealth Planning Directors, Matthew and Hattie, are experts in delivering long-horizon wealth planning strategies. Listen on to hear insights into how we help families and entrepreneurs navigate the opportunities and complexities of wealth. Visit our website: https://www.stonehagefleming.com/ [https://www.stonehagefleming.com/] Follow us on socials: https://www.instagram.com/stonehagefleming/?hl=en [https://www.instagram.com/stonehagefleming/?hl=en&utm_source=chatgpt.com]https://www.linkedin.com/company/stonehagefleming/ [https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com]

Art, History and Preservation: A Study on Legacy | With Maria de Peverelli

Welcome to the ‘Family Futures, Wisdom & Wealth’ holiday special!  In this sixth episode of the series, host Guy Hudson welcomes back Maria de Peverelli for a captivating case study about one of her real-life art collection management projects, Holkham Hall in Norfolk. Maria shares the stately home’s fascinating origin story, and how her decades-worth of expertise was applied to preserving Holkham Hall’s collection for future generations, and more. From its origins in the Grand Tour era, when British aristocrats travelled Europe acquiring masterpieces, to the unique challenges of preserving historic works in a family home that is still lived in today, Maria offers rare insights into the stewardship of a collection of cultural and historical importance. Maria de Peverell is a former museum director, collection manager and curator with over two decades of experience working with private collectors, museums, and galleries across the world. Prior to joining Stonehage Fleming as our Executive Chairman of Art Management, Maria founded OmniArte and was Gallery Director of the Thyssen-Bornemisza Foundation in Lugano, Switzerland.  At Holkham Hall, she has overseen conservation, research, and preventive strategies that ensure the collection continues to be protected and enjoyed by future generations. Visit our website: https://www.stonehagefleming.com/ [https://www.stonehagefleming.com/] Follow us on socials: https://www.instagram.com/stonehagefleming/?hl=en [https://www.instagram.com/stonehagefleming/?hl=en&utm_source=chatgpt.com]https://www.linkedin.com/company/stonehagefleming/ [https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com]

Art Insider: Managing & Preserving A Collection | With Maria De Peverelli

For our fifth episode of the series, host Guy Hudson welcomes Maria de Peverelli, Stonehage Fleming’s Executive Chairman of Art Management, for a fascinating conversation about art and the world of art collecting.  Maria’s team leads an international team of art experts, with offices in both London and Zurich, and provides art management services to foundations, collectors and trusts across the world, ranging from acquisitions and cataloguing to collection promotion and strategic planning.  Maria and Guy delve into the themes and misconceptions around art collecting, practical tips to preserve a collection’s value, and how the Stonehage Fleming Art Management Team helps clients build meaningful collections that become treasured legacies for generations to come.  Maria de Peverelli is an Art Collection Manager and Curator with over two decades of experience working with private collectors, museums, and galleries in the USA and Europe. Before joining Stonehage Fleming, Maria was Gallery Director of the Thyssen-Bornemisza Foundation in Lugano, Switzerland. Visit our website: https://www.stonehagefleming.com/ [https://www.stonehagefleming.com/] Follow us on socials: https://www.instagram.com/stonehagefleming/?hl=en [https://www.instagram.com/stonehagefleming/?hl=en&utm_source=chatgpt.com]https://www.linkedin.com/company/stonehagefleming/ [https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com]

Philanthropy Matters: Deploying Social Capital with Purpose | With Carole Day

Many wealthy families are interested in engaging in philanthropy, but are unsure where to begin. In this episode of Stonehage Fleming podcast ‘Family Futures: Wisdom and Wealth’ host Guy Hudson welcomes Carole Day for a discussion about philanthropy, what it can mean to wealthy families and the power it has to transform communities.  As Chief Executive of Afrika Tikkun UK, Carole explains how one family has brought multiple family members together through a single mission, with the endorsement and support of Nelson Mandela, no less.  Discover how social capital relates to family values, what families should consider when setting up a charity, and the lessons learned from the CEO of a charity that has transformed the lives of thousands.  Carole Day is the UK CEO of the charity Afrika Tikkun, the originators of the ‘Cradle to Career’ programme which provides development solutions for youth to acquire skills and develop into self-confident, capable adults.  Listen on to hear Carole’s inside knowledge on the charity sector and what inspires her to continue to drive transformative change.  Visit our website: https://www.stonehagefleming.com/ Follow us on socials: https://www.instagram.com/stonehagefleming/?hl=en https://www.linkedin.com/company/stonehagefleming/