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Member Feature: Stonehage Fleming Law

Stonehage Fleming is one of the world’s leading independently owned family offices with a history dating back to 1873. The Group provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to leading families and wealth creators as well as charitable endowments. Stonehage Fleming has a head office in Jersey, Channel Islands and a significant presence in London. Stonehage Fleming was formed in 2014 when Fleming Family & Partners, the family office run by relatives of banking pioneer Robert Fleming and James Bond creator Ian Fleming, merged with Stonehage, an international family office with its roots in South Africa. Today, the Company employs more than 500 people across 11 offices in eight countries throughout North America, Europe, the Middle East and Africa. Stonehage Fleming’s services have always been developed in response to client needs. The Company has two clear objectives: the protection of family wealth and the management of family assets. A rapidly evolving world offers huge opportunities for today’s wealth creators, but it also poses significant challenges: economic uncertainty, increasing taxation and regulation, erosion of the right to privacy and public pressure to contribute more to society. In this environment, never has there been a greater need to protect wealth and manage family succession to ensure a lasting legacy. Stonehage Fleming Law US LLC, a Corporate Member of the BABCPHL, focuses on International and United States Tax Planning and Compliance, and Trust and Estate Planning and Administration legal matters.


Member Feature: Department for International Trade

With professional advisors across 100 international markets, the UK’s Department for International Trade (DIT) is the Government agency that helps UK-based companies succeed in the global economy and assists overseas companies bring high quality investment to the UK. DIT provides trade and investment services and practical support through an extensive network of specialists in the UK, and staff in the British Embassy in Washington, and the British Consulates across the US. DIT is an active member and partner of the BABCPHL and is always involved in all BABCPHL pursuits related to economic development between the UK and Greater Philadelphia. We are grateful to partner with DIT and thank them for their support and guidance. BABCPHL members and non-members are invited to join us this week for our first quarterly UK-US Transatlantic Trade Policy Fireside headlining UK Government Officials with current information related to EU Transition, the UK-US Free Trade Agreement, and the pandemic. Click here for details.


Member Feature: Stan Tilton Consulting

Stan Tilton has been an active individual member of the BABCPHL for 12 years. Stan founded Stan Tilton Consulting in 1992 to provide proven cost-effective solutions to leadership and management developmental challenges by utilizing customized executive coaching and related services to assist key executives improve morale, confidence and performance that lead to increased enterprise productivity and profitability. The Firm brings a customized, highly flexible, and impartial outside business-oriented focus to executive performance, communication and leadership development that has consistently led to results that met or exceeded client expectations. As an independent of the organization, Stan brings focus, objectivity, pragmatism and directness few insiders can. The Firm specializes in High Potential Coaching, Behavioral/Interpersonal Issues, Newly Appointed Leader Integration, Foreign Expatriate Business Assimilation, Conflict Resolution and assisting corporate leaders deal with challenging strategic issues. The mission of Stan Tilton Consulting is to assist executives and organizations sharpen their leadership and strategic thinking skills, thereby enabling both the employees and enterprise to mutually prosper. Stan has more than 30 years of experience as an executive leadership development coach, career transition consultant and corporate strategist with significant leadership, operating and financial management expertise gained during a highly successful corporate career as Chief Executive Officer, President and Chief Financial Officer of leading global management consulting and manufacturing organizations. A proven leader, Stan has been a mentor, partner and leadership coach to family owned businesses, entrepreneurs and senior corporate executives, including bankers, engineers, accountants, attorneys and physicians at pharmaceutical companies. Beyond his executive coaching and leadership development practice, Stan has extensive expertise with restructurings, mergers, organizational expansion, management replication, succession planning, career mapping and the turnaround and repositioning of underperforming business teams/units. He has been featured in articles in Fortune and Inc. magazines and The Wall Street Journal, as well as appearing on National Public Radio.


Member Feature: Deloitte

With more than 100,000 professionals, Deloitte provides audit and assurance, tax, consulting, and risk and financial advisory services to a broad cross-section of the largest corporations and governmental agencies throughout the world.  The Firm helps reinforce public trust in capital markets, inspire clients to make their most challenging business decisions with confidence, and helps lead the way toward a stronger economy and a healthy society.  Clients count on Deloitte to help them transform uncertainty into possibility and rapid change into lasting progress. Deloitte’s dedication to leadership extends beyond their clients and the commercial marketplace to their own organization and the communities where they work and live. The Firm’s success depends on cultivating and celebrating diverse skill sets, backgrounds, and values. Deloitte enables leadership throughout their communities through pro-bono and volunteer work that leverages their skills and experience to help others achieve goals. In response to the spread of COVID-19, Deloitte has activated the power of its global footprint, and adopted a multi-pronged approach to address the significant and growing needs of impacted communities around the world. To date, Deloitte has committed more than US$12.5 million in investments in the form of direct monetary donations, medical equipment, and pro bono project work. These efforts are targeted to helping frontline healthcare workers, supporting the millions of students globally who are out of school, and providing communities in need with donations and volunteers.  Deloitte has been a Club Level member of the BABCPHL for many years.


Member Feature: Black Cipher

BABCPHL Corporate Member, Black Cipher, a cybersecurity and DFIR consulting and security services company, identifies and contains cybersecurity threats by monitoring security events tied to what attackers target when breaching a system or a network. The Black Cipher team includes industry certified professionals trained and experienced in the areas of cybersecurity, digital forensics, incident response, regulatory compliance, law, data governance, data privacy, risk management, and private/corporate investigations. The Company’s holistic, no blind spots approach helps business properly manage cyber risk and effectively combat cyberattacks and security incidents. From proactive security assessments to fully managed services, Black Cipher supports all cybersecurity, DFIR and regulatory compliance needs. Now, more than ever, as nearly all aspects of business operations have moved to remote platforms, companies are forced to remain hypervigilant to protect assets. Thank you Black Cipher for helping companies protect themselves in this increasingly digital environment.


Member Feature – HSBC

HSBC, one of the world’s largest banking and financial services organizations is a Club Level member of the BABCPHL. The Bank serves more than 40 million customers through their global businesses: Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. The HSBC network covers 64 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.  Listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges, shares in HSBC Holdings plc are held by around 197,000 shareholders in 130 countries and territories.  HSBC was born from one simple idea – a local bank serving international needs. In March 1865, HSBC opened its doors for business in Hong Kong, financing trade between Europe and Asia.  For more than 150 years HSBC has connected customers to opportunities. HSBC has weathered change in all forms – revolutions, economic crises, new technologies – and adapted to survive. The resulting corporate character enables HSBC to meet the challenges of the 21st century.  Customers range from individual savers and investors to some of the world’s largest companies, governments and international organizations. HSBC dutifully serves clients and the environment; they are mindful of social responsibilities, and committed to high standards of governance.  HSBC won the global titles of ‘World’s Best Bank for SMEs’ and ‘World’s Best Bank for Public-Sector Clients’ in the Euromoney Awards for Excellence 2019. The Bank has provided approximately USD80 billion in support to its customers globally to help them cope with the impact of the coronavirus pandemic. This includes over USD27 billion in relief through 700,000 payment holidays on loans, credit cards and mortgages to help personal lending customers manage their finances. They have extended USD52 billion of lending facilities to more than 172,000 wholesale customers globally, both through government schemes and our own initiatives – helping businesses stay resilient through tough times and plan for the recovery. HSBC has led on more than USD1.15 trillion of capital raising for clients in equity and debt capital markets in the first six months of 2020, helping them meet their funding and liquidity needs.  Thank you HSBC for your steadfast commitment to your customers and the environment. We are honored to partner with you and recognize you as a BABCPHL member for more than a decade.


Member Feature – Bennett International Education Consultancy

Bennett International Education Consultancy, founded in 1991 is a BABCPHL Corporate Member. Bennett has offices in Philadelphia, New York and Hong Kong, including more than 70 consultants around the world. Since it’s inception, Bennett has served thousands of families and hundreds of corporate clients throughout the globe. Bennett is the recognized industry specialist in education advisement and in customized consulting services for both private clients and corporations with personnel who are relocating. With the onset of Covid-19 and the impact on students’ educational trajectory, Bennett’s services and advisory are in even higher demand. The BABCPHL looks forward to hosting a virtual round table featuring Bennett during the coming weeks. We look forward to learning more about their important work to help place the next generation of professionals in leading educational institutions.


Member Feature – Welsh Government

The Welsh Government is the devolved Government for Wales, consisting of the First Minister, Welsh Ministers, and the Counsel General, supported by civil servants who operate across devolved areas that include key spheres of public life such as health, education and the environment.  Wales has its own government, policies and laws.  Welsh Government objectives are to improve the lives of people in Wales and make their nation a better place in which to live and work.  Wales has a thriving knowledge economy linked to key UK business hubs with a first class transport infrastructure and some of the least costly and most sought after property.  Wales is known for their skilled and loyal workforce, and Welsh Universities are recognized for their industry-focused research and development.  The Welsh Government’s mission is to create the right environment for business – to equip the private sector in Wales with the tools to compete as a high value player in the global economy.  When business goes to Wales, they don’t just get a workforce, they get a nation on their side.  For nearly a decade, The Welsh Government has been actively involved with the BABCPHL.  They are a Club Level member, maintain a seat on our Board of Directors, and support our programs and events throughout the calendar year.  The Greater Philadelphia region and Wales have a strong historic connection – some of the first Welsh settlers in the US came to Pennsylvania in the mid-1600s.  For centuries, the Welsh Government has been closely tied and focused on growing the trade and commercial relationship with the Greater Philadelphia region.  Special thanks to the Welsh Government for their partnership and commitment to enhancing the transatlantic relationship.


Member Feature – Troutman Pepper

On July 1, 2020, Philadelphia-based law firm, Pepper Hamilton LLP and Atlanta-based law firm Troutman Sanders LLP completed a merger and became Troutman Pepper Hamilton Sanders LLP (Troutman Pepper). Troutman Pepper will have 1,100 lawyers in 23 cities.  CEO Stephen Lewis will lead the merged firm.  “Our expanded capabilities and bigger footprint will allow us to deliver a new level of service to our clients. The combining of the two storied firms presented an opportunity to seamlessly merge different but complementary strengths of each,” Lewis said in a statement, adding that Troutman Sanders specialized in serving the energy, banking, finance, and insurance industries, while Pepper Hamilton specialized in the health care, life sciences, and private equity practices.  Congratulations to our long-time member legacy firm Pepper Hamilton LLP.  We look forward to building our relationship, and to continuing our partnership with the new Firm.


Member Feature – Citrin Cooperman

BABCPHL Club Level member company, Citrin Cooperman is a top-25 nationally recognized full-service assurance, tax, and advisory firm with locations conveniently located throughout the United States, in addition to locations in the United Kingdom, India, and the Cayman Islands. Citrin Cooperman was founded in 1979 by Joel Cooperman and Niles Citrin in a two bedroom apartment in New York City. Since then, the firm has grown exponentially, serving clients throughout the world, helping them achieve short and long term goals. Citrin Cooperman is affiliated with Moore Global, one of the world’s major accounting and consulting associations. Through this relationship, Citrin Cooperman provides clients with the comfort of working with a firm that has a deep understanding of the local markets in which they do business, while helping develop sophisticated, international tax strategies, providing comprehensive audit solutions, and utilizing world-class advisory services. This relationship offers clients the best of both worlds – a single point of contact to coordinate and facilitate global needs and direct partner involvement at home to ensure a hands-on, customized approach to all services. This global association has grown to be one of the largest international accounting and consulting groups worldwide. Today the network comprises 614 offices in 112 countries throughout the world, incorporating 30,168 people. One call from Citrin Cooperman will put you in touch with knowledgeable professionals in the local market in which you operate. Citrin Cooperman clients benefit from collective intellectual capital that reaches beyond national borders into the global market. Thank you Citrin Cooperman for providing a coordinated worldwide approach to business.

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The BABCPHL recognizes our Club Level Members:

  • Almac
  • American Airlines
  • Cigna
  • Cigna
  • Deloitte
  • Duane Morris
  • EisnerAmper LLP
  • Faegre Drinker Biddle & Reath LLP
  • Fisher Phillips
  • HSBC
  • International Products Corporation
  • Johnson, Kendall & Johnson, Inc.
  • KPMG
  • Morgan Lewis
  • Virgin Atlantic
  • Welsh Government