Family Futures, Wisdom and Wealth – Details, episodes & analysis

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Family Futures, Wisdom and Wealth

Stonehage Fleming

Business

Frequency: 1 episode/37d. Total Eps: 8

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

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https://www.instagram.com/stonehagefleming
16 shares

https://www.stonehagefleming.com/
14 shares
https://www.stonehagefleming.com
2 shares

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Good

Score global : 74%

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

Episode 8

Friday, February 27, 2026 • Duration 21:41

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/

Follow us on socials:
https://www.instagram.com/stonehagefleming/?hl=en
https://www.linkedin.com/company/stonehagefleming/

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

Episode 7

Monday, January 26, 2026 • Duration 30:34

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/

Follow us on socials:
https://www.instagram.com/stonehagefleming/?hl=en
https://www.linkedin.com/company/stonehagefleming/

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

Episode 6

Tuesday, December 9, 2025 • Duration 20:13

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/

Follow us on socials:
https://www.instagram.com/stonehagefleming/?hl=en
https://www.linkedin.com/company/stonehagefleming/

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

Episode 5

Tuesday, October 28, 2025 • Duration 30:41

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/

Follow us on socials:
https://www.instagram.com/stonehagefleming/?hl=en
https://www.linkedin.com/company/stonehagefleming/

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

Episode 4

Thursday, September 18, 2025 • Duration 36:05

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/

https://www.instagram.com/stonehagefleming/?hl=en

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

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

Episode 3

Thursday, August 14, 2025 • Duration 36:05

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.

Wealth, the rising generation and the cost of expectations | With Jessica McGawley

Episode 2

Thursday, July 10, 2025 • Duration 31:41

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

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

Episode 1

Tuesday, June 10, 2025 • Duration 36:05

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.

Family Futures, Wisdom and Wealth – Details, episodes & analysis

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Family Futures, Wisdom and Wealth – Details, episodes & analysis

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