Outsourced Family Office
Ultimate alignment with you
We support entrepreneurs, financiers, creatives, philanthropists and other busy and dynamic families and individuals to manage the complexities of significant wealth by acting as their dedicated outsourced family office.
What we offer
Private Office
For ultra-high-net-worth individuals who choose to outsource the management and coordination of their private office.
We provide a comprehensive solution covering investment oversight and portfolio governance, philanthropy, tax and legal coordination, administration, reporting and complex project management.
Private Investment Office
For families who require focused support with their investments, rather than a fully outsourced private office.
We provide a specialist capability covering investment strategy and design, manager selection and ongoing oversight, independent investment governance, tailored mandates and project-based support.
All our Private Office services are tailored to your needs
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A well thought out family and wealth strategy is essential to ensure that your investment, operating business, tax and philanthropic strategies are aligned with your family values. We help you to define your family purpose, including goals for your family as a unit and for individual family members, establishing good communications and a framework for decision making.
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Understanding your investment objectives and designing your investment strategy to ensure that your asset allocation and your portfolios align with your goals and liquidity requirements, including those for different generations.
We run a rigorous manager selection process and review manager performance and risk relative to benchmarks. Our effective monitoring and oversight provides objective feedback and ensures that you get the most from your managers.
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We ensure that your structures and tax planning support your wealth purpose and that costs are managed. We help by coordinating the most appropriate tax and legal advisers, ensuring advice is holistic, multijurisdictional, and fit for purpose.
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Our proactive role in providing administrative support is designed to simplify your lives. Through effective communication and coordination we avoid siloed advice, manage payroll, document and record keeping, budgeting and liquidity, balance sheet updates, and ad-hoc projects.
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Creating a bespoke philanthropic strategy gives you the chance to be part of something greater than yourself and make a lasting impact with your wealth. We support you by exploring your goals and evaluating the risks and then by implementing, monitoring and evaluating your strategy to ensure that your impact objectives are met.
Why a Private Office might make sense for you
Setting up and running a single family office is not the right solution for everyone. Operating one at the highest professional standard requires a substantial commitment of time and resources, not always a viable undertaking for anyone wanting to focus on running a business, philanthropy or other pursuits.
More cost-effective and less risky than running your own family office
Less time-consuming and onerous; you avoid taking on another business to manage
Gives you hard-to-hire talent, experience and skills on tap
We integrate seamlessly into your existing ecosystem of advisers and eliminate the risk of working in silos
Can be a stepping-stone to establishing your own family office
Benefits to you
Peace of mind
We relieve the pressure on you, enabling you to have confidence that your affairs are in the capable hands of trusted experts with an agenda aligned to you and your family.
Control and confidence
You are in the driving seat; we help you articulate your strategy and then ensure flawless implementation and oversight, clear communication and fee transparency.
Time
We do the heavy lifting so you don't have to; freeing up your time so you can do more of what matters to you.
“We would be lost without you [Acorn]. With your help, we can now sleep at night, knowing that we have a trusted and reliable partner just a phone call away.”
