Outsourced Family Office
Ultimate alignment with 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.
This is why 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.
Why a Private Office might make sense for you
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
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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 values and purpose, including goals for your family as a unit and for individual family members, to establish 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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Oversight of your legal and tax ecosystem ensures that costs are managed and your structures and tax planning support your wealth purpose.
We help by coordinating the most appropriate tax and legal advisers to ensure that advice is holistic and multijurisdictional, and that Trusts and other legal documents and arrangements are fit for purpose.
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Our proactive role in providing administrative support and oversight to your family is designed to simplify your lives and remove unnecessary burdens.
We help by establishing effective communications between advisers to avoid siloed advice, we 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 opportunity to create a meaningful impact with your wealth, whilst making a positive difference to causes with which you have an affinity.
We support you by exploring your philanthropic interests, understanding your goals, considering any risks, and monitoring and evaluating impact to ensure that your objectives are met.
“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.”