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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Featured news 03 Apr 2024 Boodle Hatfield announces bumper round of promotions

We are delighted to announce a significant round of promotions with three new partners and four new senior associates. All promotions come into effect from 1 April 2024.

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12 Jul 2023 The Lessons in Legacy Podcast: Episode Two, In Conversation with Catherine Grum

In the second episode of The Lessons in Legacy Podcast, Partner, Clare Stirzaker is joined by Catherine Grum, the founder of the Catherine Grum Consultancy. Together they look at what the term legacy means as advisors, the concept of purpose, the influence of philanthropy and the importance of legacy.

03 Jul 2023 The Wealth Chat: What does good succession planning look like in practice?

Private Wealth Partner, Clare Stirzaker is welcomed onto ‘The Wealth Chat’ podcast – a series hosted by SG Kleinwort Hambros looking at the importance of having a succession plan for family wealth to facilitate a smooth transition to future generations and avoid some of the pitfalls.

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19 Jun 2023 Philanthropy Insight: In the spotlight – Clare Stirzaker

Private Wealth Partner, Clare Stirzaker speaks to eprivateclient about her career so far and why she is so passionate about philanthropy…

08 Jun 2023 The Lessons in Legacy Podcast: Episode One, In Conversation with Dr Justin Craig

In the inaugural episode, Partner, Clare Stirzaker is joined by Dr Justin Craig, a visiting Professor of Family Enterprise at Kellogg Business School. Using Justin’s research on the strategy, function, management, and performance of multi-generational family enterprises and those who lead and steward them, we look at what the term legacy means in today’s world and its connotations, whether the next generation feels hamstrung by the concept of legacy and how business leaders can innovate where a predecessor’s legacy is so dominant.

23 May 2023 Lessons in Legacy: Pride in Philanthropy

Legacy is no longer just about wealth preservation. Wealth holders are increasingly seeing philanthropy as a core part of their legacy.

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24 Mar 2023 Lessons from Succession: Navigating the future of your family businesses

The unique dynamics of family-run businesses can be their greatest asset in times of market turbulence, however, as made clear in HBO’s Succession, these dynamics bring equally unique challenges. To ensure they are best set to tackle future challenges, family-run enterprises must tread a careful path, harnessing their legacy as they evolve for shifting markets to come. Partner, Clare Stirzaker explains all.

23 Mar 2023 Principled Leadership to Practical Action with the Institute of Family Business (IFB).

Later this week, Private Wealth Partner, Clare Stirzaker will join an expert panel hosted by the IFB, exploring whether family businesses can carve a different trajectory, and offer a more principles-based approach to responsible business that others can learn from.

15 Feb 2023 Succession Planning: cultural nuances & the next generation

Private Wealth Partner, Clare Stirzaker is welcomed onto the Next Gen Talks podcast by Esiri Agbeyi, Partner, Private Clients & Family Business Leader at PwC to talk on the topic of succession planning looking particularly at cultural nuances and the next generation.

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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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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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