10 Common Mistakes I See Family Offices Make (And How To Fix Or Avoid Them)
Release Date: 08/17/2025
The Power Of Saying "I Don't Understand" To The Finance Industry
The Family Office Sherpa
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 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...
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Family Office Interview - Lee Mayberry, CEO of Future Family Office on Addepar for Reporting, Use of Advisers, Staffing, Networks, AI usage & Opening Up to Outside Money.
The Family Office Sherpa
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 621 299 269 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...
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Starting Your Office From Zero - Making the Office Yours
The Family Office Sherpa
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. 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...
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Top 5 Takeaways from Family Office Meetings in 2025
The Family Office Sherpa
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 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 Interview Series – Angus Cameron, CIO for GHM Family Office
The Family Office Sherpa
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: “ Charities: Royal Flying Doctor Service ( Bondi to Berry Bike Ride (). Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated...
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Family Office Interview Series – Ben Edmonds, CFO for Alberts, Australia’s First Family of Music
The Family Office Sherpa
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 need for good partnerships and a “collegial” mindset. Links: For all things Alberts Family Office: AusMusic T-Shirt Day on the 27th of November - Hall Road Investments Pty Ltd...
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5 Family Office Investment Team Types
The Family Office Sherpa
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 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...
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When Family Offices Split
The Family Office Sherpa
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 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...
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Lessons Learnt From 13 Years of Family Office Investing
The Family Office Sherpa
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 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...
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Family Members As Employees - What To Plan For
The Family Office Sherpa
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: 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...
info_outlineShaun 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 Their Heads
- Filling Seats Over Finding the Right Fit
- Control Over Competency
- Not Seeing the Office as a Business
- Thinking You’re the Only One Facing These Challenges
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.