Podcast Ep 7: Modern Approaches in Wealth Planning | With Hattie Graham & Matthew Brown
In the seventh episode of our podcast, host Kitty Tait welcomes Matthew Brown and Hattie Graham of Stonehage Fleming’s Wealth Planning team as they explore the services and strategies that shape our approach to wealth planning.
Their conversation explores the team’s personalised strategic support, helping clients navigate a complex financial landscape, including families with multi-generational wealth, entrepreneurs and professionals.
From the core principles of financial planning, through issues that keep clients up at night, to how families’ priorities have shifted over the past three decades, Hattie and Matthew get granular on how being in a multi-family office sets our offering apart.
