Family Office Advisory
Your priorities are our priorities
We help families and family offices shape and deliver their strategic goals, enhance governance and investment performance and improve operational effectiveness.
Design and Build
We design the investment strategy, governance, structures, and operating models that are proportionate, effective, and future-proofed.
What we offer
Strategic Review
We provide independent perspective on your investment strategy, performance and risk, costs, governance, succession and best practice, so that your family office operates efficiently in a changing environment.
Ongoing Advisory
We act as a trusted adviser through investment strategy, major initiatives or periods of transition, and provide ongoing support as a Non-Executive Director, or Investment Committee member.
We help you to prepare your wealth for your family and your family for wealth
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We help you to define or refresh your legacy intentions that integrate into your wider succession roadmap, and promote the alignment of businesses, family office, investments and grantmaking with your core values.
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Goals-based, multigeneration investment portfolios are crucial for a successful family office. We help by designing or reviewing investment strategies and portfolios, including asset allocation, existing manager performance, and run a rigorous manager selection process.
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We map out your team and ecosystem of advisers and ensure that you maximise your financial, human and social capital across the organisation. We design as well as assess existing investment architecture, IT systems, finance, operations, HR and lifestyle services requirements, in particular internal and external functions, for a cost-effective operating model.
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We consider suitable structures and jurisdictions which reflecting the tax, legal, regulatory and residency considerations of different family members to embed flexibility into your organisation.
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We ensure that your organisation has effective governance, communications protocols, processes, alignment of family values with the team, and clarity of opportunities and responsibilities for the next generation.
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A chance to be part of something greater and make an impact with your wealth. We support you by developing your philanthropic strategy to meet your objectives.
Our investment framework
We apply a disciplined, governance-led investment process designed to align portfolios with long-term objectives and ensure accountability at every stage.
Clarifying objectives and constraints
Strategic review of portfolio
Portfolio design and asset allocation
Manager selection and due diligence
Consolidated reporting and analysis
Ongoing oversight and governance
Benefits to you
Control
You are in the driving seat; we help you articulate the strategy, stress test the risks and costs, and provide clarity on implementation.
Peace of mind
You are supported by experienced practitioners who guide and challenge you every step of the way, giving you confidence that you are operating at best practice.
Value for money
You have cost-effective access to hard-to-hire talent and hard-to-find family office expertise, as well as our fee negotiation firepower.
“Acorn were invaluable in helping me and my family develop a more diversified growth strategy for the next twenty years. We wanted to allocate capital generated from the core family business into complementary higher growth businesses as well as private investments. Using a common cost of capital approach and their holistic risk framework, Acorn’s analysis guided our decisions.”
