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.

About Stonehage Fleming

Founded in 2014

955 people in their team


Practice areas
Private Client
Banking & Finance
Corporate & Commercial
Real Estate

Languages spoken
English

Social media

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Practice areas

Private Client

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.
Elder Law
Estate Planning
Guardianship
Nursing Home Abuse
Probate
Trusts
Will & Testament
Elder Abuse Law

Banking & Finance

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.
Investment
Securities
Financial Services Regulation
Tax Increment Financing
Project Finance
Structured Finance
Acquisition / Leveraged Finance
Debt Capital Markets
Equity Capital Markets
Sustainable Finance
Public-Private Partnerships (PPP)
Funds & Asset Management

Corporate & Commercial

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.
Administrative
Admiralty & Maritime
Agriculture
Antitrust
Aviation
Business Registration
Contract
Due Diligence
Franchising
Gaming
Government Contract
Licensing
Merger & Acquisition
Transportation
Venture Capital
Cannabis Law
Nonprofit & Charitable Organizations
International Trade Law
Government Relations & Lobbying
Private Equity
Corporate Governance
Sanctions & Export Controls

Real Estate

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.
Commercial Real Estate
Housing, Construction & Development
Foreclosure
Land Use & Zoning
Landlord & Tenant
Mortgage
Real Estate Due Diligence
Real Estate Contracts and Negotiations
Brokerage
Natural Resources
Conveyancing

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