Case Study

Stonehage Fleming

“There’s a really good understanding between SS&C Advent and us of our day-to-day business, and what we want out of the systems and services. It’s a relationship that has just grown and grown.”

When Stonehage and Fleming Family & Partners joined forces to become one of the world’s leading independently-owned family offices, the combined firm faced the same challenge many merged entities do: how to create a unified, efficient operating infrastructure that would maximize the benefits and opportunities of coming together. The answer was to partner with SS&C Advent.