Family Futures, Wisdom and Wealth
Family Futures, Wisdom and Wealth
Podcast Description
We are Stonehage Fleming, international family office and adviser to the world’s leading families and wealth creators. For nearly 50 years, our firm has moved the dial on wealth management and succession, accumulating a treasure chest of practical wisdom along the way.
Our podcast, Family Futures, Wisdom and Wealth, is our way of sharing some of that with you. Hosted by Guy Hudson, each show features analysis and discussion around a host of topics including
succession, philanthropy, legacies, leadership, mental health, investments, relocation and much more. It’s an essential guide for wealth creators, family members of all ages and their advisers. And is packed full of thoughtful, relevant discussion around preserving wealth – now and for future generations.
Visit our website: https://www.stonehagefleming.com/
Follow us on social:
https://www.instagram.com/stonehagefleming/?hl=en
https://www.linkedin.com/company/stonehagefleming/
https://x.com/sf_familyoffice
Podcast Insights
Content Themes
The podcast focuses on themes such as succession planning, philanthropy, family legacies, leadership, mental health, investments, and relocation. For example, episodes explore the critical role of family offices in wealth management and the importance of emotional intelligence in family dynamics, providing practical insights for families and their advisers.
We are Stonehage Fleming, international family office and adviser to the world’s leading families and wealth creators. For nearly 50 years, our firm has moved the dial on wealth management and succession, accumulating a treasure chest of practical wisdom along the way.
Our podcast, Family Futures, Wisdom and Wealth, is our way of sharing some of that with you. Hosted by Guy Hudson, each show features analysis and discussion around a host of topics including
succession, philanthropy, legacies, leadership, mental health, investments, relocation and much more. It’s an essential guide for wealth creators, family members of all ages and their advisers. And is packed full of thoughtful, relevant discussion around preserving wealth – now and for future generations.
Visit our website: https://www.stonehagefleming.com/
Follow us on social:
https://www.instagram.com/stonehagefleming/?hl=en
https://www.linkedin.com/company/stonehagefleming/
https://x.com/sf_familyoffice
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/
Follow us on socials:
https://www.instagram.com/stonehagefleming/?hl=en
https://www.linkedin.com/company/stonehagefleming/
Disclaimer
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