David Elwell's Professional Contact Details

HQ
+44 20 7087 0000
Location
Philadelphia, Pennsylvania

David Elwell's Current Company Details

Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth.Whatever the stage of their financial life story, they have in common a need for high quality...
Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth.Whatever the stage of their financial life story, they have in common a need for high quality strategic advice and planning, operational support and execution. To meet their needs we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families' existing offices, advisers and our extensive network of professional firms.Our relationships with clients would typically include: - Helping define the purpose of the family wealth, its governance and succession plans. - Managing and administering international structures such as trusts and companies. - Managing investment portfolios on a discretionary and advisory basis. - Ensuring plans are in place for all phases of the financial life cycle and that wealth is structured efficiently - Identification and mitigation of the full spectrum of risks to family wealth. - Reviewing legal structures, taking account of cross-border and inter-generational considerations. - Sourcing and advising on private capital investment opportunities. - Creating reports aggregating and analysing all aspects of client wealth. - Coordination and execution of all banking and treasury needs. - Advising on matters of corporate finance for the family business and other commercial interests. - Management of art collections and other lifestyle assets.We have a rich array of in-house expertise but we also work closely with families' existing advisers and our network of experienced professional partners, in particular lawyers, accountants and trustees. Our scale and market presence enable us to identify the best professional partners internationally. We deliver the optimal combination of internal and external advice based on client needs.Keep up to date with our latest news and insights here: https://www.stonehagefleming.com/insights
family office advisory
expert fiduciary
legal & tax advisory
dealing
treasury
expert reporting
philanthropy
art management
corporate services
investment management
family office
private equity
direct investments
sports
entertainment
financial planning
wealth management
wealth planning
trust
estate
succession
governance
property advisory
insurance services
financial services
b2b

David Elwell's Work History and Education

Others Named David Elwell

Portfolio Manager and Managing Director at Sun Life
Associate Professor College of Human Medicine, Michigan State University at Michigan State University
Managing Engineer at Pare Corporation
Associate Dean/Director, International Students Office at Massachusetts Institute of Technology
Technical Services Engineer, Pure1 Support at Pure Storage

Frequently Asked Questions about David Elwell


What company does David Elwell work for?

David Elwell works for Stonehage Fleming.

What is David Elwell's role at Stonehage Fleming?

David Elwell's role at Stonehage Fleming is Director.

What is David Elwell's email address?

David Elwell's email address is d**@stonehagefleminglawus.com.

What is David Elwell's business email address?

David Elwell's business email address is d**@stonehagefleminglawus.com.

What is David Elwell's HQ phone number?

David Elwell's HQ phone number is +44 20 7087 0000.

What industry does David Elwell work in?

David Elwell works in the Financial Services industry.

Who are David Elwell's colleagues?

David Elwell's colleagues are Ana Ventura, Charmaine Kirton, Chris Cameron, Christine Francis and more.

Colleagues at Stonehage Fleming

Partner - Head of Family Office, Jersey
Trustee Director, Family Office
Group HR Administrative Lead
Junior Client Relationship Manager

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