A Holistic Approach: Navigating Complex, Confidential Family Matters with Discretion and Expertise  

Navigating complex, confidential family matters for clients requires a specialized and multifaceted approach. These situations often go beyond simple financial transactions, encompassing deeply personal and emotional issues that span generations.

In a two-part video, Miki Caves of Stonehage Fleming details how the firm successfully resolved a highly sensitive and confidential family matter. This case illustrates that a truly valuable partner must serve as a central point of coordination, seamlessly blending legal, financial, and personal expertise. This demands a high degree of discretion and efficiency, especially when dealing with tight deadlines and a network of different professionals, from lawyers and custodians to wealth planners.
A successful firm’s focus is not just on the technical solution, such as creating trusts or managing assets. It takes a holistic approach, addressing a family’s broader needs, which can include everything from relocation assistance to educational planning. The ultimate goal is to build a trusting relationship, ensuring that clients feel secure and supported through significant life changes. In a world of financial complexity, the ability to act as a discreet and compassionate guide is what truly defines a successful partnership.

Watch Part One of the video here

Watch Part Two of the video here

Miki Caves works within the Client Management Team at Stonehage Fleming, supporting the delivery of the firm’s investment offering with responsibility for the management of a number of client portfolios.
Prior to joining the Group in 2018, Miki worked within the Investment Management Team at Brooks Macdonald, helping to manage bespoke discretionary portfolios for private clients. She started her career at LGT Vestra LLP in 2011, working within a team looking after private client portfolios, charities and pension funds.
Miki holds a BA (Hons) degree in Business Management & Finance from the University of Westminster and has completed the Chartered Institute for Securities and Investments Investment Advice Diploma (IAD).

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