The Family Office Sherpa

In this episode Shaun speaks to staffing within the Family Office, digs into the insource vs outsource models as well as some indication of pay rate and current roles in high demand. Enjoy!  KPMG compensation research reports mentioned:  1) Australia 2) Global  Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty L...

In this episode, Shaun prvides specific examples of how he has seen family member engaged with the investment portfolio. He also provides examples on what has not worked.  Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Ha...

In this espisode Shaun provides guidance on the different models of external advice. He digs into the need to know your counterparty and for families to make sure they take the time to select the most appropriate  partnerships.  Helpful link:  Edward Marshall breaks down Adviser Scope Creep  Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456)...

In this episode, Shaun speaks on one of the biggest challenges faced by Family Offices - getting the investment reporting infrastructure right.  A guide for family office reporting  Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279...

In Episode 2 of the Family Office Sherpa education series, Shaun Parkin goes through the detail that families can include in their investment policy statement (IPS). It's practical and based on real examples.  Some guides for listeners:  https://partners-cap.com/insights/partners-capital-best-practices-in-institutional-family-office-investment-management/   https://www.hallroad.com.au/post/roles-w...

In Episode 1 of the Family Office Sherpa education series, Shaun Parkin introduces the idea of the Family Office and how you can establish a structure to manage your family wealth.  Shaun covers the intricacies of purpose, design and what works (and doesn't work) for global family offices.    As mentioned in the podcast:  KPMG Agreus Family Office Compensation Report    Hall Road Investments Pty L...