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=enhttps://www.linkedin.com/company/stonehagefleming/
For our third episode of the series, Guy Hudson welcomes two key members in our London Investment Management team, Caspar Helmore and Tristan Dolphin. Tristan and Caspar get granular about how Stonehage Fleming supports families in times of uncertainty, the rise of sustainable investing, the unique benefits of being investors embedded in a renowned multifamily office, and why you should never take your eye off the bigger picture.Caspar is a Stonehage Fleming Partner and Senior Client Relationship Manager and Tristan is Research Analyst that heads up our Sustainable Investment team. Listen on to hear how the Stonehage Fleming model challenges the negative impact of shorter-term or medium investment risks and helps clients achieve their long-term investment goals.DISCLAIMER The views and opinions expressed in this episode are those of the hosts and guests and do not constitute financial, investment, or legal advice. This content is provided for general informational purposes only and should not be relied upon as a substitute for professional advice.This episode does not constitute a financial promotion under the Financial Services and Markets Act 2000. Any discussion of investment products or services is intended to be fair, clear, and not misleading, in accordance with the Financial Conduct Authority (FCA) rules.Listeners are strongly encouraged to seek independent advice from an FCA-authorised financial adviser before making any investment decisions. The value of investments can go down as well as up, and you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results.This episode may contain forward-looking statements that are subject to risks and uncertainties. We do not undertake any obligation to update or revise such statements.By listening to this episode, you agree not to hold the hosts, guests, or any affiliated parties liable for any loss or damage arising from reliance on the information provided.Issued by Stonehage Fleming Investment Management Limited (SFIM). Authorised and regulated by the Financial Conduct Authority (194382) and registered with the Financial Sector Conduct Authority (South Africa) as a Financial Services Provider (FSP No. 46194).Learn MoreExplore our full range of services and insights:https://www.stonehagefleming.comStay SocialFollow us for updates, thought leadership, and behind-the-scenes perspectives:Instagram: https://www.instagram.com/stonehagefleming/X (formerly Twitter): https://x.com/sf_familyofficeLinkedIn: https://www.linkedin.com/company/stonehagefleming/Watch & DiscoverGet a closer look at our people, philosophy, and purpose:Vimeo: https://vimeo.com/stonehagefleming
In our second episode, Guy is joined by Jessica McGawley for a chat about mental health. From the unique opportunities and challenges facing the ‘Next Gen’, tips on healthy communication between the generations, and how the mental health crisis impacts the families we work with. Listen here to find out how the right support creates a greater chance for intergenerational success.Jessica McGawley is a parent, Psychological Consultant and Principal and Founder of Dallington Associates, the UK’s first specialist mentorship practice for the Rising Generation. For over 15 years, Jessica has guided teenagers and parents from highly successful families through the complex transition from adolescence to adulthood.Visit our website: https://www.stonehagefleming.com/Follow us on socials:https://www.instagram.com/stonehagefleming/?hl=enhttps://www.linkedin.com/company/stonehagefleming/
Welcome to the very first Stonehage Fleming podcast ‘Family Futures: Wisdom and Wealth’ where we explore the multifaceted world of family wealth management. In this episode, host Guy Hudson from Stonehage Fleming delves deep into the role of family offices in managing wealth beyond mere financial considerations, with guests Priyanka Hindocha and Matthew Fleming.What makes a family office more than just a financial advisory service? Priyanka, who leads the UK family office team, provides an in-depth explanation of how family offices serve as more than just financial advisors. She emphasises that their role extends into supporting families in defining and achieving a broader sense of purpose. This involves guiding families in making decisions that align with their values and long-term goals, ensuring that wealth management is not just about numbers but about fostering a legacy that resonates with the family's core beliefs and aspirations.How does one ensure intergenerational success in family governance? Matthew Fleming, an expert in family governance, shares insights from his personal journey to address this question. He underscores the importance of the four pillars of capital—financial, intellectual, cultural, and social—as essential components for sustaining family wealth across generations. Matthew elaborates on how each pillar contributes to a holistic approach to governance, where financial capital is balanced with the nurturing of intellectual growth, cultural heritage, and social connections. This comprehensive strategy helps families maintain cohesion and adaptability in the face of changing circumstances, ensuring that each generation is equipped to uphold and enhance the family's legacy.Why is communication and emotional intelligence crucial in navigating family dynamics and wealth management? The conversation between Guy, Priyanka, and Matthew highlights the critical role of these elements in fostering a harmonious family environment. They discuss how open communication and shared purpose are foundational to effective wealth management, as they enable family members to align their individual goals with the collective vision. Emotional intelligence is portrayed as a key factor in understanding and managing the complex emotions that often accompany discussions about wealth and succession. By cultivating these skills, families can navigate potential conflicts and make informed decisions that honor both personal and familial aspirations, ultimately strengthening their unity and resilience.So, after learning about the roles of purpose, governance, and emotional intelligence in managing family wealth—what insights will you take forward in shaping your own family's future?Connect with Stonehage FlemingStonehage Fleming is the largest Family Office in the EMEA region. With over 40 years of experience and more than US$170 billion in assets under administration, we support families and wealth creators across generations and geographies, offering bespoke advice and stewardship across their private and commercial interests.Learn MoreExplore our full range of services and insights:https://www.stonehagefleming.comStay SocialFollow us for updates, thought leadership, and behind-the-scenes perspectives:Instagram: https://www.instagram.com/stonehagefleming/X (formerly Twitter): https://x.com/sf_familyofficeLinkedIn: https://www.linkedin.com/company/stonehagefleming/Watch & DiscoverGet a closer look at our people, philosophy, and purpose:Vimeo: https://vimeo.com/stonehageflemingStonehage Fleming brings together a rare blend of expertise to help families navigate the complexities of wealth — with integrity, insight, and a global outlook.