The Family Office Sherpa

Shaun chats with Craig Dandurand on how the Tuckwell Family Office is set up, the differences between big insto and family office investing, the $100M Tuckwell Scholarship Program, what does a "fractional" role vs full time, how he got the gig, the need for a mind shift when it comes to investing, managing time vs other roles and life and focussing on what matters to the family.    He also gives s...

Sometimes the biggest struggle for family office principals is the "cliff" that occurs once they have sold or moved on from their business. Shaun goes through some strategies that he has seen work well and how to mitigate some of the pitfalls. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.43012...

Offices seem to be prioritising investment resilience over optimisation. Shaun breaks down 5 ways he has seen them do this successfully.  UBS report mentioned in the episode: https://www.ubs.com/global/en/wealthmanagement/who-we-serve/family-office-and-uhnw/global-family-office-report.html Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of...

The best tools are borne from client challenges, not theory and here Shaun provides two that he uses as part of the investment committee. Being part of the Hall Road platform allows family offices to build practical strategies that are built to assist when they see the same issue come up. In this case - how do we establish rules for assets outside the classic SAA and how do we create a form that w...

Shaun provides 5 reasons why it could suit this style of investor and 5 reasons why it's probably not going to.   Here's the article from i3 metioned: https://i3-invest.com/2026/04/a-guide-to-the-total-portfolio-approach/ Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). Shaun Parkin is an...

Shaun has heard offices talk about how they want to innvest. As a steward, for impact, for the next gen, diversified, geographical, long term, as an endowment etc etc. In this epsisode he digs into how offices can change a portfolio that doesn't align with their philosophies into one that they can point to as evidence they are "walking the walk". Hall Road Investments Pty Ltd ACN 621 299 269 is a...

You have spent time and effort to produce your family office Investment Policy Statement, now you have to trade. An uncomfortable and stressful idea for a lot of offices that haven't managed money this way before. Shaun provides a practical and real world guide for those about to implement their portfolio, walking through the key decisions, common pitfalls, and the order of operations that can mak...

Shaun provides a deep dive into the Hall Road advice model and expands on the idea that a firm focussing on Investment Governance and the "Scaffolding" that sourrounds Family Offices can succeed on a global scale.  Is it the most lucrative revenue? No. Would life be potentially easier with a commission or FUA model? Yes, probably.  But Hall Road sits on the side of the Family Office which is the s...

Shaun provides detail on how he's seen office simplify their partners, investments, reporting and goverance without comprimising on sophistication. The most effective family offices don't build investment complexity, they build clarity.  Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). Sh...

Shaun works with a lot of founders led investment offices. They can be the most dynamic and intuitive decision makers but can run into their own unique set of challenges when it comes to what they call "passive" portfolio management. In this episode, he goes through the main issues he's seen and provides practical advice on how the best have thrived.   Hall Road Investments Pty Ltd ACN 621 299 269...

A lot of people say "I'd love to work in a family office" because they picture great pay, interesting investments, and less corporate nonsense. And honestly… a lot of the time, they're not wrong. But there are a bunch of things people don't think about — and some of the things that seem like negatives are actually positives… and vice versa. Shaun goes through his list.  Hall Road Investments Pty L...

One of the most powerful tools available to family offices is saying "I don't understand" when facing off against investments, advice and other services targetting you as a client. Why? Because it's your money and you deserve to know. In this episode, Shaun provides scenarios and practical tips for any family looking to harness this super power.  Hall Road Investments Pty Ltd ACN 621 299 269 is a...

Shaun chats with family office CEO, Lee Mayberry on how he manages a complex "multi family office" that has grown in sophistication over 15 years. He speaks on the challenges of software selection, adviser management, using AI as a personal assitant and how he had the conversation with family and staff when deciding to open the office to outside clients.  Hall Road Investments Pty Ltd ACN 621 299...

Shaun delves into the concept of starting the office from the most simplest model (zero) and to make it yours, not what someone else (or AI) thinks it should be.  He provides a guide for each main pillar of the office plus some real life examples of how families have realised that their's doesnt truly reflect their purpose and made major changes to governace, investments, operations and staff.  Ha...

Shaun speaks to a lot of family offices, these are the 5 topics that keep coming up. He goes through Technology, Survey Data, Advice, Next Gen, Structure and Investment Governance.  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...

Shaun interviews Angus Cameron, Chief Investment Officer for a Sydney based family office. He goes into deep detail on the establishment of the investment office, the challenges of building a portfolio that resonates with an entrepreneurial principal, being pragmatic about investments and managing the "spicier" investments in a way that also manages risk. Mentioned in the podcast: Book: " The Aspi...

Shaun interviews Ben who leads the finance function for Alberts' Family Office. An office built on the world's love of media and music, including AC/DC and the Easybeats, allowing later generations to add philanthropy and impact investing to their focus areas.  They talk on: The 140 years of unique history, how they have set up their support scaffolding, the roles of executives and family, the nee...

Shaun breaks down 5 investment types he sees in family offices - their purpose and goal. From "deal focussed" to "Endowment Style", he notes the characteristics, positives and challenges. And how to build your own.  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 Autho...

Shaun goes through the challenging situation when families decide to establish their own family offices, breaking away but (hopefully) not breaking apart.  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 Hall Road Investme...

13 years on the both sides of family office investments, from smaller to very large ones, will teach you a few things. Most are positive, some are challenging, nearly all are unique to this client type. Shaun's named 11, there's plenty more.  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 explores practical strategies the office can put in place when family members transition into employee roles and begin actively participating in the family office.  The UBS Report mentioned: https://www.ubs.com/us/en/wealth-management/our-solutions/private-wealth-management/insights/articles/ubs-family-office-quarterly.html The Bloomberg Article: https://www.bloomberg.com/news/articles/2025-...

You've selected the reporting software, signed the contract, spent hours uploading and reconciling the data and designed the instance. It should be smooth sailing from here. But what you thought was going to work, doesn't. What you expected to be automated isn't and the team (and principal) are not as happy as you'd hoped because there are so many workarounds.  Shaun has identified 13 (or 14) pote...

Shaun follows up about family office scaffolding - those structures and supports that help an office build, professionalise, and operate more effectively. But here's the thing: scaffolding is rarely permanent. At some point, the office either doesn't need the supplier anymore, or its needs have simply changed. That's when the question comes: what do you do when the scaffolding comes down? Hall Roa...

Shaun has seen a lot of offices make mistakes, but also what good looks like.  Hopefully this episode can help those looking to start or review their office avoid these challenges.   In no particular order, he covers:  Governance  vs. Portfolio Management Investment Policy Not Matching the Portfolio Workarounds Over Improvements Price Over Value Cyber Security Only After the Fact Keeping Things in...

Could opening up the Single Family Office to other families produce a unique model for wealth management? Shaun goes through the benefits, and challenges for those looking at building a true to label "Multi Family Office" and provides insight for anyone looking to use this outsourcing option.     Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279...