Although cross-border tax systems are not directly focusing on foreign trusts, the world of foreign trusts has steadily become more costly and complex. Elana Nel, Director from our Legal & Tax Advisory team will be taking part in a panel discussion on foreign trusts at the 11th Annual Tax Indaba next week with a host of other prominent speakers. Find out more: https://lnkd.in/dEkssAWz Tax Indaba Online South African Institute of Taxation
Stonehage Fleming
Financial Services
Jersey, Channel Islands 35,133 followers
Stonehage Fleming is adviser to many of the world’s leading families and wealth creators.
About us
Stonehage Fleming is adviser to many of the world’s leading families and wealth creators. We help families manage and protect their wealth now and for future generations. To meet their needs we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families’ existing offices, advisers and our extensive network of professional firms. Our relationships with clients would typically include: - Helping define the purpose of the family wealth, its governance and succession plans. - Managing and administering international structures such as trusts and companies. - Managing investment portfolios on a discretionary and advisory basis. - Ensuring plans are in place for all phases of the financial life cycle and that wealth is structured efficiently - Identification and mitigation of the full spectrum of risks to family wealth. - Reviewing legal structures, taking account of cross-border and inter-generational considerations. - Sourcing and advising on private capital investment opportunities. - Creating reports aggregating and analysing all aspects of client wealth. - Coordination and execution of all banking and treasury needs. - Advising on matters of corporate finance for the family business and other commercial interests. - Management of art collections and other lifestyle assets. We have a rich array of in-house expertise but we also work closely with families’ existing advisers and our network of experienced professional partners, in particular lawyers, accountants and trustees. Our scale and market presence enable us to identify the best professional partners internationally. We deliver the optimal combination of internal and external advice based on client needs. Keep up to date with our latest news and insights here: https://www.stonehagefleming.com/insights
- Website
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http://www.stonehagefleming.com
External link for Stonehage Fleming
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Jersey, Channel Islands
- Type
- Privately Held
- Founded
- 1976
- Specialties
- Family Office Advisory, Expert Fiduciary, Legal and Tax Advisory, Dealing & Treasury, Expert Reporting, Philanthropy, Art Management, Corporate Services, Investment Management, Family Office, Private Equity, Direct Investments, Sports & Entertainment , Financial Planning, Wealth Management, Wealth Planning, Trust & Estate, Succession & Governance, Dealing & Treasury, Property Advisory, and Insurance Services
Locations
Employees at Stonehage Fleming
Updates
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Members of the Stonehage Fleming team were delighted to attend the Tatler Address Book Party last night in London. The Tatler Address Book – the lifestyle directory – offers an exclusive selection of services tailored for high net worth individuals. This features a bespoke hub of private client advisers including Lucy Birtwistle from our Family Office team. Many thanks to Simon Leadsford for this exclusive invitation. Find out more: https://lnkd.in/eMH7aUW9
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Stonehage Fleming is pleased to announce the appointment of Priyanka Hindocha as Head of the UK Family Office. As Head of UK Family Office, Priyanka will oversee the UK family office business and work closely with key stakeholders to ensure continued growth of the business and collective achievement for the UK family office team. Read more: https://lnkd.in/dhG85CAM #appointment #familyoffice
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The value of networks: what factors should be considered when planning a move to Italy? Serial relocator, Emmanuelle Sartor sits with Doris Sommavilla, CFA, a Director in our Family Office division, to share some valuable lessons from her most recent move. https://lnkd.in/eY_PQjNY #Italy #relocation #familyoffice
Insights: The value of networks and on-the-ground advice (Relocating to Italy) | Stonehage Fleming
stonehagefleming.com
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Discover Stonehage Fleming's services featured in the Chambers High Net Worth Guide 2024, including our Trust Companies service in the Isle of Man. Read on for more details here: https://bit.ly/3wWWDxe #ChambersHNW2024 #UnitedKingdom Chambers and Partners
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The Stonehage Fleming View: Despite the dramatic changes in the risk environment, sound internal family governance remains a critical prerequisite for the preservation of family wealth through the generations. Read the analysis from our latest Four Pillars of Capital report: https://lnkd.in/dmEBuHkm #fourpillars #research #governance
The Stonehage Fleming View: Governance | Stonehage Fleming
stonehagefleming.com
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One week to go: Partner Priyanka Hindocha will be speaking at The Tax Faculty's 8th Annual Cross-Border Considerations for Advisors Conference. The discussion, featuring David Bell of PCD GROUP will focus on Family Governance and Succession including the Four Pillars of Capital. Find out more: https://lnkd.in/eucyigF3 #fourpillars #taxeducation #familygovernance
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UK Government Pre-Budget Considerations 2024: Having bound themselves to the last government’s fiscal rules, the new UK Labour government needs to raise additional tax revenue. Our UK Wealth Planning team outline some thoughts ahead of the UK Budget on 30 October 2024. Read more: https://lnkd.in/eX4duxBm #ukbudget #wealthplanning #fiscalpolicy
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Meet the programme speakers: during our 2024 next-generation programme, 30 young individuals took part in sessions focusing on leadership, the foundations of business, communication, and beyond. In this video, Michael McGeough from our London Investment Management team shares how he discussed investment principles with the group. https://lnkd.in/dXawmQNT
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Having grown confident that the global economy was entering a ‘soft landing’ earlier this year, fears of imminent recession spread at the end of July. Director and Portfolio Manager Peter McLean provides insights as to why there may be further volatility ahead but little cause for alarm. https://lnkd.in/eZZm25Vk #globaleconomy #recession #investors
SFIM Insights: Is the global economy heading for recession? – Peter McLean | Stonehage Fleming
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