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It all starts with you

We work with a wide variety of dynamic and forward-thinking clients on long-term partnerships and one-off projects

  • Entrepreneurs

  • Individuals and families

  • Multigenerational families

  • Single Family Offices

  • Trustees

  • Foundations

We’re by your side

We are here to help through all the life-changing moments, big and small.

  • Establishing a family office

  • Keeping existing family offices at best practice

  • Developing a coherent investment strategy

  • Improving investment governance and outcomes

  • Inheritance or settlement

  • Preparing for a business exit

  • Preparing for wealth transition

  • Managing complex personal and financial affairs

  • Philanthropy and impact planning

  • Building financial confidence and capability

  • Diversifying and structuring wealth

  • Family business succession

  • Transitioning responsibility to the next generation

  • Eliminating administrative headaches

Testimonials

  • “We felt incredibly supported during our recent search for a new wealth manager. Your knowledge and understanding of the industry helped educate us on what to look for in a wealth manager so we could select the right one for our specific needs”.

  • “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."

  • “We decided that our typical short list of wealth managers needed to be refreshed. Acorn introduced us to several new firms. They spent time to fully understand our requirements, were rigorous in their analysis and getting the right ‘fit’. Our beneficiary and co-trustees are delighted with the result”.

  • “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”.

  • “At the outset I could not have envisaged a more rigorous approach to identifying a wealth manager following my liquidity event. It was based on detailed research and insights, which meant that I was extremely well-prepared for the ‘beauty parade’.”

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