PWM Tea Break: Family feuds, funds and fashionable investments
Sally Tennant OBE, founder of Acorn Capital Advisers and former banking boss at Lombard Odier, Schroders and Kleinwort Benson, speaks to PWM about how emotional wealth and empathy are becoming increasingly important currencies for family offices, often prone to major disputes
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.
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?
