Position

Partner

Index

Business & Entrepreneurship

Family Office Services

Location

London

Advice type

Family governance

Next generation

Succession planning

Client Types

Families

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Matthew Fleming

Matthew Fleming aids Stonehage Fleming’s clients in developing and implementing strategies for inter-generational success. ‘Our starting point is to help families understand and articulate to each other the purpose of their wealth,’ he says. ‘This gives them a framework for decision-making and a reference point for measuring whether decisions are good or bad.’

Fleming has also established a new business unit to deliver a standalone family governance and succession proposition. ‘It is central to everything we do, but previously it came under our wider family office offering,’ he tells Spear’s. ‘Family disputes, lack of leadership and failure to engage the next generation are the top risks to long-term success.’

Rank: Top Ten

Top Ten 2022, Family Office Services

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