Lucy Birtwistle

Spear’s Review

Working closely with Stonehage Fleming’s international ultra-high-net-worth clientele, Lucy Birtwistle advises on a range of issues facing wealthy families, from everyday needs to long-term planning for succession and preparing the next generation to deal with the responsibilities of inheritance. 

The former Deloitte Enterprise Consulting adviser embodies the central focal points that have made Stonehage Fleming a leader in the family office sphere: understanding the centrality of purpose and family wealth.

‘Families who engage all members across the generations and ensure understanding, if not total agreement, generally identify and manage the risks to their family,’ she said. ‘They stand the greatest chance of preserving their wealth across the generations.’