Stonehage Fleming

Stonehage Fleming is an international family office group that combines family governance with legal, tax and fiduciary coordination. It is not presented here as a standalone trust company. Services are delivered through different group entities.

Confirm which entity is providing legal, tax or fiduciary services. These may be delivered by separate regulated firms.

Stonehage Fleming may be relevant to UHNW/HNW international families, entrepreneurs and family businesses.

Published global reach: High.

Published reach is high. Multi-jurisdiction capability — confirm the relevant estate, trust and legal jurisdictions directly.

Wills and executorship or fiduciary services are available through relevant group entities.

Will validity and recognition depend on local law. A provider may coordinate legal drafting rather than draft the will itself.

Strong fiduciary and trust capability.

Trust and foundation treatment varies materially between jurisdictions.

Published for complex international families.

Questions can include property in more than one country, beneficiaries living abroad, business interests, different inheritance laws, recognition of wills, where assets are situated, and where the family lives. Confirm which of these the provider actually coordinates.

Strong in-house legal and tax advisory, with an international external adviser network.

Published coordination is not a statement that the provider itself gives every form of legal or tax advice.

Family governance and succession are part of the integrated family-office proposition.

Family constitutions, councils, ownership transitions and family-business succession should be confirmed against the entity that would actually do the work.

Available through legal or fiduciary capability depending on jurisdiction.

Probate is not a single process that works the same way in every country. Collecting assets, paying liabilities and making distributions can each depend on the local court and the local law.

Strong philanthropy support.

Integrated family office with legal, tax and fiduciary coordination.

Fees are engagement-specific. A written scope may cover advisory work, legal drafting, trustee setup, an annual trustee fee, estate administration, probate, foundation administration or family-governance work. Only the items the provider actually offers should be on that schedule.

Request a written scope and fee schedule.