Podcast thumbnail for Family Futures, Wisdom and Wealth

Family Futures, Wisdom and Wealth

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by Stonehage Fleming

8 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇬🇧
1

Podcast Authority

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PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality3
Social0
YouTube0
Engagement0

Podcast Overview

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

Language

🇺🇲

Publishing Since

6/10/2025

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1

Podcast Authority

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PoorBased on show quality, social media presence, reviews, charts, and more
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Quality3
Social0
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Engagement0
5
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14
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excellent
Episode Length
34 minutes
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needs improvement
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Every 22 days

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Recent Episodes

Episode thumbnail for A Guide to the Outsourced Family Investment Office | With Caspar Helmore

February 27, 2026

A Guide to the Outsourced Family Investment Office | With Caspar Helmore

<p>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.</p><p>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.  </p><p><strong>About Our Guest</strong><br><strong>Caspar Helmore</strong> 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, <strong>Caspar</strong> 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.</p><p><strong>Disclaimer</strong>: 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).</p><p><strong>Visit our website:</strong></p><p><a href="https://www.stonehagefleming.com/">https://www.stonehagefleming.com/</a></p><p><br><strong>Follow us on socials:</strong><br><a href="https://www.instagram.com/stonehagefleming/?hl=en&amp;utm_source=chatgpt.com">https://www.instagram.com/stonehagefleming/?hl=en<br></a><a href="https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com">https://www.linkedin.com/company/stonehagefleming/</a></p>

Episode thumbnail for Modern Approaches in Wealth Planning | With Hattie Graham & Matthew Brown

January 26, 2026

Modern Approaches in Wealth Planning | With Hattie Graham & Matthew Brown

<p>In the seventh episode of our podcast, host Kitty Tait welcomes Matthew Brown and Hattie Graham of Stonehage Fleming’s Wealth Planning team as they explore the services and strategies that shape our approach to wealth planning.</p><p>Their conversation explores the team’s personalised strategic support, helping clients navigate a complex financial landscape, including families with multi-generational wealth, entrepreneurs and professionals.</p><p>From the core principles of financial planning, through issues that keep clients up at night, to how families’ priorities have shifted over the past three decades, Hattie and Matthew get granular on how being in a multi-family office sets our offering apart. </p><p><strong>About Our Guests<br></strong>Based in London, Wealth Planning Directors, Matthew and Hattie, are experts in delivering long-horizon wealth planning strategies. Listen on to hear insights into how we help families and entrepreneurs navigate the opportunities and complexities of wealth.</p><p><strong>Visit our website:<br></strong><a href="https://www.stonehagefleming.com/">https://www.stonehagefleming.com/</a></p><p><strong>Follow us on socials:</strong><br><a href="https://www.instagram.com/stonehagefleming/?hl=en&amp;utm_source=chatgpt.com">https://www.instagram.com/stonehagefleming/?hl=en<br></a><a href="https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com">https://www.linkedin.com/company/stonehagefleming/</a></p>

Episode thumbnail for Art, History and Preservation: A Study on Legacy | With Maria de Peverelli

December 9, 2025

Art, History and Preservation: A Study on Legacy | With Maria de Peverelli

<p>Welcome to the ‘Family Futures, Wisdom &amp; Wealth’ holiday special! </p><p>In this sixth episode of the series, host Guy Hudson welcomes back Maria de Peverelli for a captivating case study about one of her real-life art collection management projects, Holkham Hall in Norfolk. Maria shares the stately home’s fascinating origin story, and how her decades-worth of expertise was applied to preserving Holkham Hall’s collection for future generations, and more.</p><p>From its origins in the Grand Tour era, when British aristocrats travelled Europe acquiring masterpieces, to the unique challenges of preserving historic works in a family home that is still lived in today, <strong>Maria</strong> offers rare insights into the stewardship of a collection of cultural and historical importance.</p><p><strong>Maria de Peverell </strong>is a former museum director, collection manager and curator with over two decades of experience working with private collectors, museums, and galleries across the world. Prior to joining Stonehage Fleming as our Executive Chairman of Art Management, Maria founded OmniArte and was Gallery Director of the Thyssen-Bornemisza Foundation in Lugano, Switzerland. </p><p>At Holkham Hall, she has overseen conservation, research, and preventive strategies that ensure the collection continues to be protected and enjoyed by future generations.</p><p><strong>Visit our website:</strong></p><p><a href="https://www.stonehagefleming.com/">https://www.stonehagefleming.com/</a></p><p><br><strong>Follow us on socials:</strong><br><a href="https://www.instagram.com/stonehagefleming/?hl=en&amp;utm_source=chatgpt.com">https://www.instagram.com/stonehagefleming/?hl=en<br></a><a href="https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com">https://www.linkedin.com/company/stonehagefleming/</a></p>

8 total episodes available

Recent guests on Family Futures, Wisdom and Wealth

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Priyanka Hindocha

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Matthew Fleming

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Frequently asked questions

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What is Family Futures, Wisdom and Wealth?

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

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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