Stonehage Fleming is an international multi-family office and financial institution with an Isle of Man presence, advising many of the world’s leading families and wealth creators. Formed by the merger of Stonehage and Fleming Family & Partners, the group brings together deep experience in family office, investment management, and fiduciary administration supported by robust reporting and risk oversight. Its clients rely on the firm to manage and protect complex, multi-jurisdictional wealth while preserving family purpose across generations.

The team’s core strengths include trust and fiduciary administration, governance and succession advice, and corporate and fund services. They routinely design and manage cross-border structures spanning jurisdictions such as the Isle of Man, Jersey, Switzerland and other leading international financial centers, holding assets ranging from operating companies and investment portfolios to property, art and yachts. Their practitioners are experienced in navigating evolving regulatory requirements and coordinating with specialist advisers to keep structures compliant and effective.

Client service is built on a one-firm culture that assembles multidisciplinary teams around each family’s priorities, ensuring clear communication, discretion and continuity. Stonehage Fleming focuses on practical solutions tailored to each family’s dynamics, from establishing long-term governance frameworks to implementing day-to-day administration and consolidated reporting. The result is a measured, relationship-driven approach that aligns strategy, investment and stewardship to sustain wealth over the long term.

Acerca de Stonehage Fleming

Fundado en 2014

955 personas en su equipo


Áreas de práctica legal
Cliente privado
Banca y Finanzas
Corporativo y Comercial
Bienes raíces

Idiomas hablados
English

Redes sociales

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Áreas de práctica legal

Cliente privado

Stonehage Fleming advises families on succession, governance and the administration of cross-border wealth. The firm establishes and manages trusts, foundations and related vehicles, acts as trustee or executor, and provides day-to-day administration for diversified assets. Its teams help families articulate long-term objectives, develop family constitutions, integrate philanthropy, and implement structures in the Isle of Man and other leading jurisdictions to support smooth multi-generational transfer of ownership and control.
Derecho de las personas mayores
Planificación Patrimonial
Tutela
Abuso en residencias de ancianos
Tramitación de sucesiones
Fideicomisos
Derecho de sucesiones
Testamento y última voluntad
Ley de abuso a personas mayores

Banca y Finanzas

The firm delivers institutional-quality investment and treasury capabilities for private clients, including multi-asset portfolio management, manager selection, dealing and treasury services, and consolidated performance and risk reporting. Drawing on global research and open-architecture solutions, the team designs mandates aligned to a family’s liquidity, income and preservation goals, coordinates custody and banking relationships, and implements robust oversight to manage currency, concentration and counterparty risk.
Inversión
Valores
Regulación de servicios financieros
Financiación con Incremento de Impuestos
Financiación de Proyectos
Finanzas Estructuradas
Adquisición / Financiación apalancada
Mercados de capital de deuda
Mercados de capitales de renta variable
Finanzas Sostenibles
Asociaciones Público-Privadas (APP)
Gestión de fondos y activos

Corporativo y Comercial

Stonehage Fleming provides corporate and fund services that help clients create, operate and govern effective holding and operating structures. Services include entity formation, directorships, company secretarial support, substance frameworks, regulatory and filings management, and board-level governance. The team designs pragmatic cross-border structures for family investment companies, co-investments and joint ventures, coordinating with legal and tax advisers to keep entities efficient, compliant and fit for purpose.
Administrativo
Almirantazgo y marítimo
Agricultura
Antimonopolio
Aviación
Registro de empresas
Contrato
Debida diligencia
Franquicias
Juegos de azar
Contrato gubernamental
Licencias
Fusiones y Adquisiciones
Transporte
Capital de riesgo
Derecho del cannabis
Organizaciones sin fines de lucro y benéficas
Derecho del Comercio Internacional
Relaciones gubernamentales y cabildeo
Capital privado
Gobierno corporativo
Sanciones y Controles de Exportación

Bienes raíces

For privately held real estate, the firm assists with acquisition planning, vehicle selection, financing coordination and ongoing administration. Teams manage payment workflows, covenant and insurance monitoring, asset and SPV bookkeeping, and consolidated reporting across property portfolios. They work with local professionals to address valuation, leasing and maintenance considerations, while ensuring structures remain compliant and aligned with a family’s income, leverage and long-term holding strategy.
Bienes raíces comerciales
Vivienda, Construcción y Desarrollo
Ejecución hipotecaria
Uso del suelo y zonificación
Propietario y Arrendatario
Hipoteca
Debida diligencia inmobiliaria
Contratos y Negociaciones Inmobiliarias
Corretaje
Gestión de la transferencia de propiedad

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