The Family Office Sherpa
As the name suggests, I act as a guide for those seeking to establish or improve their single family office.
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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.
01/19/2026
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.
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 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.
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Starting Your Office From Zero - Making the Office Yours
01/04/2026
Starting Your Office From Zero - Making the Office Yours
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 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.
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Top 5 Takeaways from Family Office Meetings in 2025
12/22/2025
Top 5 Takeaways from Family Office Meetings in 2025
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 offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.
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Family Office Interview Series – Angus Cameron, CIO for GHM Family Office
12/08/2025
Family Office Interview Series – Angus Cameron, CIO for GHM Family Office
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 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.
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Family Office Interview Series – Ben Edmonds, CFO for Alberts, Australia’s First Family of Music
11/23/2025
Family Office Interview Series – Ben Edmonds, CFO for Alberts, Australia’s First Family of Music
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 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.
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5 Family Office Investment Team Types
11/09/2025
5 Family Office Investment Team Types
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 (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.
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When Family Offices Split
10/27/2025
When Family Offices Split
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 Communication is for informational purposes only. It does not constitute investment or financial advice.
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Lessons Learnt From 13 Years of Family Office Investing
10/12/2025
Lessons Learnt From 13 Years of Family Office Investing
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 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.
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Family Members As Employees - What To Plan For
09/28/2025
Family Members As Employees - What To Plan For
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 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.
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13 Less Obvious Speed Bumps When Building Your Reporting Infrastructure
09/14/2025
13 Less Obvious Speed Bumps When Building Your Reporting Infrastructure
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) potential issues you may not have thought about or the vendor hasn't made clear. Know them before you sign the (sometime very expensive) software contract. 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.
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When The Family Office Scaffolding Comes Down (Or Moves)
08/31/2025
When The Family Office Scaffolding Comes Down (Or Moves)
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 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.
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10 Common Mistakes I See Family Offices Make (And How To Fix Or Avoid Them)
08/17/2025
10 Common Mistakes I See Family Offices Make (And How To Fix Or Avoid Them)
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 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.
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Building A True To Label Multi Family Office
08/03/2025
Building A True To Label Multi Family Office
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 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.
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Hiring Your Family Office "Chief Of Getting Stuff Done"
07/20/2025
Hiring Your Family Office "Chief Of Getting Stuff Done"
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 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.
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The Burden Of Cash Holdings
07/06/2025
The Burden Of Cash Holdings
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 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.
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My Investment Office Set Up If I Had A $200M Liquidity Event
06/23/2025
My Investment Office Set Up If I Had A $200M Liquidity Event
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 kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.
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Family Office Wealth Management: Getting More for Your Spend
06/08/2025
Family Office Wealth Management: Getting More for Your Spend
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 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.
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Family Office Operations - Understanding & Managing Your Total Costs
05/26/2025
Family Office Operations - Understanding & Managing Your Total Costs
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 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.
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Family Office Investments - Don't Create an Investment Office "Echo Chamber"
05/12/2025
Family Office Investments - Don't Create an Investment Office "Echo Chamber"
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 investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.
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Family Office Structure - The Agents of Change for your Office (Flourish or Flounder)
04/28/2025
Family Office Structure - The Agents of Change for your Office (Flourish or Flounder)
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 offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.
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Family Office Investments - Managing Uncertainty & Fear
04/14/2025
Family Office Investments - Managing Uncertainty & Fear
"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 podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.
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Family Office Investments - Who is Managing the Portfolio?
03/30/2025
Family Office Investments - Who is Managing the Portfolio?
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 offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.
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Family Office Risks - Overcoming Decision Paralysis in a Family Office
03/16/2025
Family Office Risks - Overcoming Decision Paralysis in a Family Office
In this episode, Shaun breaks down the risks (family, investments, counterparties), and the mitigation strategies he has seen work effectively for offices struck by indecision. 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.
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Family Office Advice - Where Will the Next "System" of Family Office Advice Come From?
03/03/2025
Family Office Advice - Where Will the Next "System" of Family Office Advice Come From?
Shaun discusses the current vs potential advice system for family offices. What will be the industry's "Netflix Moment" of going from selling DVDs in the mail to all in on streaming? Where is the firm that successfully provides a true alternative to the current method of providing wealth management services to this unique client type. 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.
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Family Office Structure - Curating Your Family Office "Scaffolding"
02/16/2025
Family Office Structure - Curating Your Family Office "Scaffolding"
Shaun digs into the idea that family offices can leverage their internal and external advisers and suppliers to create a network of supportive "scaffolding" to build a better office. 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.
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Family Office Use of Fractional Employees
02/02/2025
Family Office Use of Fractional Employees
Shaun provides specific detail on the use of "fractional" employees within family offices. What are they, what's the difference between them and consultants, what you should look for and what are some of the things to be mindful of. 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.
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Family Office Purpose - A Practical Guide for Establishing the Family Office Charter
01/19/2025
Family Office Purpose - A Practical Guide for Establishing the Family Office Charter
In this episode Shaun provides practical examples of how to establish or review your purpose document. Sometimes known as a charter, this is your living, breathing document outlining the reasons for having a family office. 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.
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Family Office Investments - My Role as the "Critical Friend" within the Investment Team
01/05/2025
Family Office Investments - My Role as the "Critical Friend" within the Investment Team
In this episode Shaun provides insights into his role as the "Critical Friend" within the family office investment team. Lots of practical examples for those families interested in the Hall Road advice model. 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.
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Family Office Use of Professional Services Firms (Big 4, Mid Tier & Local Specialists)
12/15/2024
Family Office Use of Professional Services Firms (Big 4, Mid Tier & Local Specialists)
In the latest Family Office Sherpa Podcast I dig into the very important relationship that clients have with Big 4 accounting and consulting, Global Mid Tier and local specialists. 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.
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Family Office Investments - The Concentrated Single Position
12/01/2024
Family Office Investments - The Concentrated Single Position
Nearly all family offices have a single overweight position in their portfolio. Inspired by a recent article on how a family had almost doubled their wealth via one investment, Shaun provides practical guidance on how he has seen this go well and go poorly. This episode is a guide on how families can take advantage of their super powers whilst maintaining good governance. The 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 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.
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