Family Futures, Wisdom and Wealth

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/

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/

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/

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/

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

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