Home Events - LPEA Strategies to Mitigate Risks for SFOs

Strategies to Mitigate Risks for SFOs

The real and perceived risks to families and their wealth and how to put in place strategies to mitigate against them.


  • Matthew Fleming – Fifth generation Fleming family member and Partner leading Stonehage Fleming’s ‘Family Governance and Succession’ practice.
  • Andrew Joy – Senior Adviser to the Stonehage Fleming Group and Chair of the Private Equity Investment Committee. Andrew was one of the Founding Partners of Cinven.
  • Priyanka Hindocha – Director within Stonehage Fleming’s Family Office team, with a specific focus on supporting families with their governance and succession planning.



  1. The Four Pillars of Capital and the importance of purpose – Stonehage Fleming’s ‘Four Pillars of Capital’ were created and continue to be developed as a result of ten years’ of research in conjunction with over 150 families and their trusted advisers from around the world.
  2. Real and perceived risks to a family and their wealth, including:
  • Risks involved
  • How best to put in place strategies to mitigate against them.
  • An example of the lifecycle of a PE professional, using Andrew Joy’s personal journey as a case study.
  1. The importance of:
  • Purpose as the foundation of a decision making framework.
  • Values
  • Defining success.
  • Communication and ‘having one voice’.
  • Next generation engagement.


The event is exclusive to the LPEA SFO Club Members.

Please register at events@lpea.lu

Apr 20 2022
6:00 pm