Spear’s: The Best Family Office Service Advisers in 2024
This article appeared in Spear's wealth section on 2nd July 2024
Family offices are increasingly common among high-net-worth families and, therefore, members of the Spear’s network.
As such, major changes were made this year to the Family Office Services index and accompanying Advisers to Families indices, in order to ensure they both accurately reflected the complexities of the industry.
In the Family Office Services index below, the Spear’s research unit has identified leading advisers who work almost exclusively with family offices, providing services to them.
‘‘‘Once wealth reaches a certain level it becomes unwieldy and too time-consuming for the wealth holder to manage it all themselves, and it is more efficient to hire a small group of people on retainer to manage one’s personal affairs. Where the wealth is big enough, it spreads through a family and questions of shared assets, succession, collective funds and properties become contentious if they are not handled centrally and dispassionately.’’
Sally Tennant – New Addition / Top Recommended
Firm: Acorn Capital Advisers
An experienced private banking and family office expert, Sally Tennant launched Acorn Capital Advisers in 2016, a firm that offers strategic investment, family office, and philanthropic advisory services to UHNW individuals, families, and trustees. Tennant is also involved in philanthropy as a trustee of the Royal Academy Trust and a patron of Tommy’s the Baby Charity, for which she received an OBE in 2018.
