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).

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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.

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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.

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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.

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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. 

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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

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Watch & Discover

Get a closer look at our people, philosophy, and purpose:
Vimeo: https://vimeo.com/stonehagefleming

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.

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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 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

Stay Social
Follow us for updates, thought leadership, and behind-the-scenes perspectives:
Instagram: https://www.instagram.com/stonehagefleming/
X (formerly Twitter): https://x.com/sf_familyoffice
LinkedIn: https://www.linkedin.com/company/stonehagefleming/

Watch & Discover
Get a closer look at our people, philosophy, and purpose:
Vimeo: 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.