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News & Insights

Our team of experts shine a spotlight on new legal developments, share their views on the impact of current affairs, and offer insights on issues that could impact you and your business.

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19 Jan 2023 What can we learn from Yvon Chouinard?

The founder of Patagonia, the outdoor clothing company, created a philanthropic shareholding structure while maintaining ongoing stewardship of its assets – Clare Stirzaker and Clare Pooley look at how other philanthropists could achieve a similar legacy.

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19 Jan 2023 The great wealth transfer: Reshaping what clients need from the wealth management industry

The priorities of families – who have been working to steward a legacy from one generation to the next – are changing, Private Wealth Partner, Clare Stirzaker explains all.

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06 Jan 2023 Legacy landscape: shifting horizons are reshaping the wealth management industry

Alongside an immense generational shift, the priorities of families in the UHNW and HNW brackets are evolving. In Professional Wealth Management, Private Wealth Partner, Clare Stirzaker considers the findings of our recent survey showing that wealthy families are moving towards greater wealth distribution and wealth preservation is no longer their sole focus.

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07 Dec 2022 Boodle Hatfield publishes Lessons in Legacy: a guide to navigate the world of private wealth in the 21st century

Boodle Hatfield launches ‘Lessons in Legacy’ a four-part series exploring what legacy now means in the twenty first century to help successful individuals, families and their associated business ventures navigate a new terrain.

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24 Oct 2022 Multi-generational planning critical for charity giving

Private Wealth Partner, Clare Stirzaker highlights how over the last 10 years, HNWIs have shown a greater interest for charities and philanthropy.

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24 Oct 2022 You can’t take it with you – a Law Society Gazette roundtable

Private Wealth Partner, Clare Stirzaker was recently invited to partake in a Law Society Gazette roundtable looking at how Covid-19 focused the minds of the wealthy on their legacies – on life, death and what exactly it is they want to leave behind.

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26 Sep 2022 170 family foundations set up in the UK in the past decade by HNWs

Private Wealth Partners, Clare Stirzaker and Kyra Motley reflect on the rise in family foundations set up in the last decade, reflecting the changing attitudes towards wealth and growing focus on ‘giving back’ to society to help deal with major geopolitical issues such as combatting climate change.

Short reads

Our experts share their insights & market view on the impact of current affairs.