By: Caroline Bauer
Find out more about Stonehage Fleming's Family Office
One of my client is joking sometimes that I am a psychologist for him.
So it shows you the extent of where we go and, you know,
the death of the relationship we are building with them. First of all,
I believe that we are, um, true family office.
We here to preserve and manage the wealth, but we do so much more.
And I know that many companies believe, uh, that they do the same thing we do,
but really they are asset focused.
I've been a relationship manager for about 18 years.
I've had chance to know three generations of same families.
I knew the grandfather.
I'm walking alongside the kids and now I'm getting to know the grandchildren.
And I think it has a lot of value because I know what's going on for the
family. It gives a lot of peace of mind.
I'm able to assist with complex matters. Um,
I know if there was a sensitive divorce, I know if somebody is not well,
I would say it has a lot of value.