Lucy Birtwistle

Spear's Review

Working closely with Stonehage Fleming’s international UHNW clientele Lucy Birtwhistle advises on a range of issues from everyday needs to long-term planning for succession. The former Deloitte Enterprise Consulting adviser embodies the central focal points that have made Stonehage Fleming a leader in the family office sphere: understanding the centrality of purpose and family wealth.

‘Families who engage all members across the generations and ensure understanding, if not total agreement, generally identify and manage the risks to their family,’ she says. ‘They stand the greatest chance of preserving their wealth across the generations.’