Family Futures, Wisdom and Wealth

About 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

Publisher

Stonehage Fleming

Category

business · business

Language

en

Explicit

No

First episode

10 Jun 2025

Latest episode

27 Feb 2026

Latest episodes

8 episodes in the feed.

1. 

   27 Feb 2026

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

   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. 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. About Our Guest Caspar Helmore 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, Caspar 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. Disclaimer: 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). Visit our website: https://www.stonehagefleming.com/ (https://www.stonehagefleming.com/) Follow us on socials: https://www.instagram.com/stonehagefleming/?hl=en (https://www.instagram.com/stonehagefleming/?hl=en&utm_source=chatgpt.com)https://www.linkedin.com/company/stonehagefleming/ (https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com)

2. 

   26 Jan 2026

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

   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. 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. 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. About Our Guests 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. Visit our website: https://www.stonehagefleming.com/ (https://www.stonehagefleming.com/) Follow us on socials: https://www.instagram.com/stonehagefleming/?hl=en (https://www.instagram.com/stonehagefleming/?hl=en&utm_source=chatgpt.com)https://www.linkedin.com/company/stonehagefleming/ (https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com)

3. 

   9 Dec 2025

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

   Welcome to the ‘Family Futures, Wisdom & Wealth’ holiday special! 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. 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, Maria offers rare insights into the stewardship of a collection of cultural and historical importance. Maria de Peverell 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. At Holkham Hall, she has overseen conservation, research, and preventive strategies that ensure the collection continues to be protected and enjoyed by future generations. Visit our website: https://www.stonehagefleming.com/ (https://www.stonehagefleming.com/) Follow us on socials: https://www.instagram.com/stonehagefleming/?hl=en (https://www.instagram.com/stonehagefleming/?hl=en&utm_source=chatgpt.com)https://www.linkedin.com/company/stonehagefleming/ (https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com)

4. 

   28 Oct 2025

   Art Insider: Managing & Preserving A Collection | With Maria De Peverelli

   For our fifth episode of the series, host Guy Hudson welcomes Maria de Peverelli, Stonehage Fleming’s Executive Chairman of Art Management, for a fascinating conversation about art and the world of art collecting. Maria’s team leads an international team of art experts, with offices in both London and Zurich, and provides art management services to foundations, collectors and trusts across the world, ranging from acquisitions and cataloguing to collection promotion and strategic planning. Maria and Guy delve into the themes and misconceptions around art collecting, practical tips to preserve a collection’s value, and how the Stonehage Fleming Art Management Team helps clients build meaningful collections that become treasured legacies for generations to come. Maria de Peverelli is an Art Collection Manager and Curator with over two decades of experience working with private collectors, museums, and galleries in the USA and Europe. Before joining Stonehage Fleming, Maria was Gallery Director of the Thyssen-Bornemisza Foundation in Lugano, Switzerland. Visit our website: https://www.stonehagefleming.com/ (https://www.stonehagefleming.com/) Follow us on socials: https://www.instagram.com/stonehagefleming/?hl=en (https://www.instagram.com/stonehagefleming/?hl=en&utm_source=chatgpt.com)https://www.linkedin.com/company/stonehagefleming/ (https://www.linkedin.com/company/stonehagefleming/?utm_source=chatgpt.com)

5. 

   18 Sept 2025

   Philanthropy Matters: Deploying Social Capital with Purpose | With Carole Day

   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=en https://www.linkedin.com/company/stonehagefleming/

6. 

   14 Aug 2025

   Balancing Risk and Returns Across the Generations | With Caspar Helmore & Tristan Dolphin

   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 More Explore our full range of services and insights: https://www.stonehagefleming.com (https://www.stonehagefleming.com/) Stay Social Follow us for updates, thought leadership, and behind-the-scenes perspectives: Instagram: https://www.instagram.com/stonehagefleming/ (https://www.instagram.com/stonehagefleming/)X (formerly Twitter): https://x.com/sf_familyoffice (https://x.com/sf_familyoffice)LinkedIn: https://www.linkedin.com/company/stonehagefleming/ (https://www.linkedin.com/company/stonehagefleming/) Watch & Discover Get a closer look at our people, philosophy, and purpose: Vimeo: https://vimeo.com/stonehagefleming (https://vimeo.com/stonehagefleming)

7. 

   10 Jul 2025

   Wealth, Anxiety, and the Cost of Expectations: The Pressure to Be Perfect | With Jessica McCauley

   In this episode of Stonehage Fleming podcast ‘Family Futures: Wisdom and Wealth’ host Guy Hudson and consultant psychologist Jessica McGawley delve into wealth, anxiety and the cost of expectations. They examine the often-unspoken pressures of living up to family legacies, where expectations can feel overwhelming and the fear of disappointing previous generations looms large. The conversation highlights how these young individuals may struggle to carve out their own identities while being constantly reminded of the family’s achievements and the responsibility to uphold a certain reputation. How does mental health intersect with the experience of growing up in a wealthy family? Guy and Jessica discuss the significant impact that mental health issues can have on young people in affluent environments, where the stigma around vulnerability and the pressure to appear perfect can make it difficult to seek help. They explore how anxiety, depression, and feelings of isolation are not uncommon, even when material needs are met. Jessica emphasises the importance of recognising these challenges and creating safe spaces for open dialogue, where young people feel heard and supported without judgement. What strategies can families use to empower the next generation and foster resilience? Jessica then shares a range of best practices aimed at helping young people develop independence and confidence. She advocates for encouraging healthy failure, where mistakes are seen as valuable learning opportunities rather than sources of shame. The discussion also touches on the importance of building supportive communities—both within the family and through external networks. Why is collaboration between families and advisors crucial in shaping a healthy future for the rising generation? The episode underscores the need for families and their advisors to work together intentionally, prioritising shared values and open communication over rigid expectations. Guy and Jessica stress that helping young people redefine wealth on their own terms—focusing on purpose, fulfillment, and personal growth rather than just financial success—can lead to more meaningful and sustainable outcomes. By fostering an environment where values are discussed openly and young people are empowered to make their own choices, families can ensure that their legacy is not just preserved, but also enriched for generations to come. So, after learning about the silent struggles of affluent young people, the importance of presence over perfection, and the power of authentic connection, we come away with a renewed sense of what it means to support and empower the next generation. In a world of inherited expectations, what might it look like to simply listen—and trust them to find their own way? Connect with Stonehage Fleming Stonehage 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 More Explore our full range of services and insights: https://www.stonehagefleming.com (https://www.stonehagefleming.com/) Stay Social Follow us for updates, thought leadership, and behind-the-scenes perspectives: Instagram: https://www.instagram.com/stonehagefleming/ (https://www.instagram.com/stonehagefleming/)X (formerly Twitter): https://x.com/sf_familyoffice (https://x.com/sf_familyoffice)LinkedIn: https://www.linkedin.com/company/stonehagefleming/ (https://www.linkedin.com/company/stonehagefleming/) Watch & Discover Get a closer look at our people, philosophy, and purpose: Vimeo: https://vimeo.com/stonehagefleming (https://vimeo.com/stonehagefleming) Stonehage Fleming brings together a rare blend of expertise to help families navigate the complexities of wealth — with integrity, insight, and a global outlook.

8. 

   10 Jun 2025

   The Greatest Secrets to Family Wealth | With Priyanka Hindocha & Matthew Fleming

   Host Guy Hudson interviews Priyanka Hindocha and Matthew Fleming about the crucial roles of purpose, governance, and emotional intelligence in managing family wealth, ensuring intergenerational success through communication and shared values.

Podcast Authority Score: 1 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

3

Social presence

0

YouTube

0

Engagement

0

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