Building A True To Label Multi Family Office
The Family Office Sherpa
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. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is...
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Hiring Your Family Office "Chief Of Getting Stuff Done"
The Family Office Sherpa
One of the most important hires is the person that takes responsibity for implementation. This "general manager" is the first delegation point as they will put the wheels in motion. Shaun has seen this work and details what offices should look for. The family office pay report mentioned in the episode: https://www.morganstanley.com/articles/single-family-office-compensation 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...
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The Burden Of Cash Holdings
The Family Office Sherpa
Shaun provides insights into cash, the asset class that can cause significant operational and portfolio management complexity. He illistrates what good looks like, what to avoid and what questions families should ask themselves. It's important to note that we are discussing how family offices can manage cash at an operational level and not advocating for any individual or type of cash products in this episode. The UBS report mentioned can be found here: https://www.linkedin.com/posts/shaun-parkin-41973425_ubs-quarterly-activity-7315592733526536193-ATLF? Hall Road Investments Pty...
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My Investment Office Set Up If I Had A $200M Liquidity Event
The Family Office Sherpa
How would Shaun structure his investment office if he sold his business for $200M? This episode provides a guide on setting up and running his ideal structure. 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 Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any...
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Family Office Wealth Management: Getting More for Your Spend
The Family Office Sherpa
Sometimes it's just knowing the questions to ask to get more from your relationhsips with wealth and asset managers. Shaun gives some practical examples of how you can leverage your spend (as someone that has been on both sides of the relationship), whilst remaining a good client. 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 Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general...
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Family Office Operations - Understanding & Managing Your Total Costs
The Family Office Sherpa
Shaun has been speaking to offices and one of the main topics is cost. How much should we be paying to run the total office? What are some benchmarks to use and how can we manage/mitigate these costs without sacrificing purpose. 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 Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in...
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Family Office Investments - Don't Create an Investment Office "Echo Chamber"
The Family Office Sherpa
This episode Shaun digs into the challenge faced by offices without external voices. The "echo chamber" is a dangerous place when you're trying to create and protect generational wealth. 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 Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an...
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Family Office Structure - The Agents of Change for your Office (Flourish or Flounder)
The Family Office Sherpa
Shaun digs into the agents of change that will affect how well your office operates in the future. Technology and Sophistication will determine those that flourish or flounder. 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 Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment...
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Family Office Investments - Managing Uncertainty & Fear
The Family Office Sherpa
"Fear is the Mind Killer". And family offices can either react or build a structure that navigates this unceartainty. Shaun provides detail on how the hardiest family offices manager to survive and flourish during market volatilty. 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 Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this...
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Family Office Investments - Who is Managing the Portfolio?
The Family Office Sherpa
Shaun covers the need for clarity on internal and external portfolio management functions. Who has the agency to make decisions, what is the process and how are they implemented. 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 Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment...
info_outlineHow are the pro-active family offices using AI tools to assist with daily tasks. From data capiture for research, refining their comms, quick rec & checks on performance data..the list of time saving and incremental uses for this once in a generation tech has started.
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 Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice. Before acting on any information contained in this Communication, each person should obtain independent taxation, financial and legal advice relating to this information and consider it carefully before making any decision or recommendation. Any views expressed in the Communication are those of the individual speaker only, unless expressly stated to be those of Hall Road Investments, or any of its related entities. Hall Road Investments does not accept liability in connection with the integrity of, or errors in, the Communication, computer virus, data corruption, interference or delay arising from or in respect of the Communication. The Communication remains the property of Hall Road Investments and is not for reproduction.