Stonehage Fleming

Tagline Brand's website · 2026-10-04

Their holistic approach to wealth management and family office services, which focuses on client purpose and ambition beyond mere wealth metrics. They combine deep in-house expertise with an extensive international network of professional partners to deliver tailored strategic advice and operational support across all phases of a family's financial life cycle.

Description Brand's website · 2026-10-04

Stonehage Fleming (now Corient) provided high-quality strategic family office and wealth planning advice, operational support, and execution to ultra-high-net-worth clients, focusing on managing and protecting their wealth, investments, and assets across generations and borders. The brand is transitioning to Corient and its website will be inactive as of July 15, 2026.

Core capabilities Brand's website · 2026-10-04

• Strategic family office services
• wealth planning advice
• operational support
• investment portfolio management (discretionary and advisory)
• administration of international structures (trusts
• companies)
• private capital investment sourcing and advising
• corporate finance for family businesses
• lifestyle asset management (e.g.
• art collections)
• wealth reporting and analysis
• banking and treasury needs coordination.

Pricing Brand's website · 2026-10-04

Likely fee-based, common for comprehensive family office and wealth management services, though not explicitly detailed in the provided text.

Target industry Brand's website · 2026-10-04

Ultra-high-net-worth individuals and families 'defined by their purpose and ambition rather than by simple measures of current wealth' seeking high-quality strategic family office and wealth planning advice.

Competitors Brand's website · 2026-10-04

• Pictet Group
• UBS Global Wealth Management
• Northern Trust Wealth Management
• J.P. Morgan Private Bank
• Credit Suisse Private Banking (now part of UBS)