The family office examines clients’ non-financial and financial concerns, ranging from asset allocation in an uncertain world, through to how to protect privacy in a world of social media.
(An earlier version of this article was published in sister news
service WealthBriefing yesterday. The multi-family
office operates in a number of jurisdictions, so its findings
have international relevance, so we hope readers of WBA
find this of value.)
A proprietary survey of almost 300 people by UK-based
multi-family office Stonehage
Fleming finds that for the first time since it began
researching these issues in 2013, the investment environment and
political risk are seen as the top two threats to protecting
wealth.
The survey, conducted between 20 April and 20 July 2023, assessed
the impact of events such as the pandemic, war in Ukraine,
slowing economic growth and accelerating inflation on the
long-term sustainability of family wealth.
“Our Four Pillars of Capital research has taught us that
our clients like to have insight into what their peers are
thinking and how they have addressed – or are addressing
– the…
