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DirectoryFinance & InsuranceFiduciary OfficesGenevaStonehage Fleming SA, succursale de Genève
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Stonehage Fleming SA, succursale de Genève

Summary

About the company

Stonehage Fleming SA, succursale de Genève provides family office and wealth planning services for families and entrepreneurs, combining strategic advice with operational support. Services described on the firm’s website include management and administration of international structures (trusts and companies), discretionary and advisory investment management, banking and treasury coordination, consolidated reporting and governance, private capital sourcing, corporate finance advice and management of art and other lifestyle assets.

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Offering

Products & services

Industry:Fiduciary Offices
✓ Offered9
Family Office
Family Office, strategic planning, governance and succession, coordination with advisers, operational support and execution for wealthy families across the financial life cycle.
Wealth Planning
Wealth planning, structuring wealth efficiently, planning for all phases of the financial life cycle, and access via the wealth planning client portal.
Trust & Fiduciary
Trust and fiduciary services, administration of international structures such as trusts and companies, and related legal and tax advisory support.
Investment Management
Discretionary and advisory portfolio management, investment advice, private capital opportunities, private market advisory, dealing and treasury.
Reporting & Analysis
Aggregated reporting and analysis of client wealth, with consolidated views across assets and related wealth information.
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Location

Rue Ami-Lévrier 15
1201 Geneva

At a glance

Legal form
Branch
UID
CHE-211.011.865
Founded
2020 · 6 years
Last commercial register change
December 28, 2023
Employees
1 to 10

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