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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, strategic reviews and one-off projects

  • Entrepreneurs

  • Individuals and families

  • Multigenerational families

  • Single Family Offices

We’re by your side

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

  • Establishing a family office

  • Developing a coherent investment strategy

  • Improving investment governance and outcomes

  • Inheritance or settlement

  • Preparing for a business exit

  • Preparing for wealth transition

  • Eliminating administrative headaches

  • 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

read our case studies

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. We didn’t know what we didn’t know and with your guidance, the whole experience became much smoother and less daunting for us”.

  • “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’. I could not have found a manager with whom I have such a strong affinity and confidence in without Acorn”.

  • “I never knew how good philanthropy could feel. I didn’t know how to begin, whom to trust and where to look. [Acorn] found great opportunities I would have never know about and manages all the relationships and communications. I just get to enjoy the fun parts of making a difference and honouring my father’s legacy”.

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