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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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17 Apr 2024 The Lessons in Legacy Podcast: How is the Wealth Management Industry reacting to increased interest in philanthropy and sustainable investments?

In our latest episode, Clare Stirzaker is joined by Lyn Tomlinson, Eleanor Sepanski and James Woods Davison to look at how the Wealth Management Industry is reacting to increased interest in philanthropy and sustainable investments.

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16 Feb 2024 The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Jake Hayman

In the fifth and final episode of ‘The Philanthropy Edition’ Alberto Lidji and Clare Stirzaker are joined by Jake Hayman, a serial entrepreneur and experienced social sector consultant. Jake has been working with some of the most progressive wealth holders for the last 20 years and is currently writing a book on the topic. Together Alberto, Jake and Clare look at everything from taxes to misunderstandings around philanthropy and how wealth can be managed in a more equitable and just way

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02 Jan 2024 60-second interview with Partner, Clare Stirzaker

Private Wealth Partner, Clare Stirzaker speaks to STEP about winning the Family Business Advisory Team of the Year award in 2023.

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13 Dec 2023 The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Derek Bardowell

In the next episode of the Lessons in Legacy Podcast, Alberto Lidji and Clare Stirzaker are joined by Derek Bardowell. Together they look at the importance of philanthropists considering the impact of their initiatives, they look at how funding and giving can ‘sweat’ the most and the challenges of gratification vs impact.

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29 Nov 2023 Governance Masterclass with Family Business UK

We are delighted that Private Wealth Partner, Clare Stirzaker will be joining Family Business UK for their Governance Masterclass on 29 November.

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14 Nov 2023 The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Ben Morton Wright

In the third episode of ‘The Philanthropy Edition’ Alberto Lidji and Clare Stirzaker are joined by Ben Morton Wright, the founder, president and group CEO of Global Philanthropic. Together Alberto, Ben and Clare look at the importance of philanthropists considering the impact of their giving, the power of innovative thinking with charitable strategies and how we can encourage the giving dial to move.

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06 Nov 2023 Clare Stirzaker to present on ‘Family Governance’ at the STEP Arabia conference

Private Wealth Partner, Clare Stirzaker will take to the stage at the STEP Arabia conference on 6 November at Habtoor Palace, Dubai.

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03 Oct 2023 The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Professor Beth Breeze

In the second episode of ‘The Philanthropy Edition’ Alberto Lidji and Clare Stirzaker are joined by Professor Beth Breeze. Together Alberto, Beth and Clare look at how, hand in hand, philanthropy can be done more effectively and at greater levels. They consider the concept of quantifying the impact of giving, the role of innovation in philanthropic capital and the idea that no philanthropist is an island – collaboration and partnerships are key.

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11 Sep 2023 The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Sarah Woolnough

In this episode, Alberto Lidji and Clare Stirzaker are joined by Sarah Woolnough. Sarah is the CEO of Asthma + Lung UK, a charity leading the fight to improve care and support for everyone with a lung condition. Together Alberto, Sarah and Clare look at the impact donations and supporters have on charities and the work undertaken to build personal relationships with philanthropists to build trust and ensure a mutual partnership is aligning with the objectives of both parties.

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15 Aug 2023 The Lessons in Legacy Podcast: Episode Three, In Conversation with Maria Villax

In the third episode of The Lessons in Legacy Podcast, Partner, Clare Stirzaker is joined by Maria Villax, Head of Family Governance and Solutions at the Bedrock Group. Together they discuss the intangible value of legacy, how family governance tools work with a family constitution and the importance of encapsulating and defining what a family is about.

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