Connect Group: Guiding Family Wealth: Office Management and Succession
As the founder of Acorn Capital Advisers, Sally leverages her extensive experience in investment, banking, and management to provide strategic advice.
In this interview, Sally shares her journey, discusses the challenges and opportunities facing family offices, and offers her expert advice on reputation management, philanthropy, and supporting female professionals in finance.
Spear’s: The Best Family Office Service Advisers in 2024
Family offices are increasingly common among high-net-worth families and, therefore, members of the Spear’s network.
As such, major changes were made this year to the Family Office Services index and accompanying Advisers to Families indices, in order to ensure they both accurately reflected the complexities of the industry.
In the Family Office Services index below, the Spear’s research unit has identified leading advisers who work almost exclusively with family offices, providing services to them.
Family Capital: The World’s Top Family Enterprise Advisors
The FamCap 50 Advisors are the top advisors (non-academic) in the family enterprise world. They are outstanding advisors to family enterprises in finance, law, executive search, consultancy, training and more.
Family Capital compiled the list by polling its readers earlier this year, reviewing their activities during the year, and assessing their overall gravitas in the ecosystem of family enterprises.
The idea was to focus exclusively on the commercial advisor world family enterprises and not include those connected to an academic institution - a separate ranking of those advisors will be published later this year.
These individuals and the institutions they work for are making a big difference to family enterprises and helping to make the ecosystem a better place for all those involved in the sector.
Tatler: Why UHNW families need independent advisers
Managing significant wealth presents a unique set of challenges for UHNW individuals and families who need to grapple with complex legal and tax issues, investment portfolios covering diverse investment strategies, multigenerational wealth transfer considerations, and the emotional intricacies of immense wealth. This is where independent advisers add substantial value. The adviser acts as a trusted partner, ensuring the family feels empowered and in control, supporting them in making well informed decisions. This article explores this subject further.
Tatler: why high-net-worth clients choose private banking
‘A private bank essentially provides personalised banking and wealth management services to HNW and UHNW individuals,' says Sally Tennant, Founder of Acorn Capital Advisers.
Acorn Autumn Update
I am delighted to announce that Helen Westgate has become a partner of Acorn, and Louise Adams joined us as a partner last week. In this update we reflect upon the recent discussions we have been having with UHNW families and share with you the key insights on three issues: The role of cash in portfolios today; Private assets - revisiting a portfolio following a change in family circumstances; SFOs - What the next generation are looking for?
