Preparing the next generation to handle complex investment issues
The case of a long-standing client with a UK-based apparel business wanting to ready the next generation to steward the firm and the family wealth, values and legacy.
The situation
An apparel family with roots in the UK have been clients of legacy firm Stonehage Fleming for the last 20 years. The family is increasingly focused on ensuring the next generation is prepared to handle complex investment issues and run the family business while remaining true to their principles.
The client’s goals
- They would like to embed high-quality governance around all family decisions.
- They desire to create the investment portfolio around long-term-return objectives and family values.
- They want to explore investment opportunities that leverage the family’s business expertise.
Our approach
- Ensure that all relevant assets are included in the portfolio and that advice is provided holistically.
- Construct custom portfolios with annual allocations to a selection of companies and managers appropriate for the client’s respective objectives.
- Work with the Investment Management team to engage in sector-related direct and fund investments, which will benefit from the family’s insights and experience.
Outcomes to date
- The client has a centrally managed long-term investment portfolio that considers strategic positioning and market dynamics.
- Three generations are working together to frame the family’s evolving investment objectives, with younger family members actively involved in proposing investments.
- Ongoing interaction with our broader ecosystem, including the family’s trustees, legal advisors, and strategic counsel.
Disclosure: Case studies are provided for illustrative purposes only and are based on real client or former client engagement. Some scenarios may reflect client experiences or work originally performed by a firm that has since been acquired. All client names, identifying details and contextual elements have been anonymized to protect client confidentiality. The outcomes described reflect the experience of a particular client. Results are not guaranteed and may vary based on each client’s individual circumstances, market conditions, regulatory requirements and specific financial objectives. Past performance is not indicative of future results.
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