
As the name suggests, I act as a guide for those seeking to establish or improve their single family office.
| Publishes | Twice monthly | Episodes | 51 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

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 alig... more
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 ... more
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... more
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 ... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Recent interactions between the hosts and their guests.
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This podcast serves as a comprehensive resource for individuals and families looking to either establish a new single family office or enhance their existing ones. A key focus lies on investment strategies, governance, and the intricacies associated with family wealth management. Episodes feature interviews with key figures from well-established family offices, providing unique insights into their operational methodologies, investment frameworks, and the challenges they face in a rapidly changing financial landscape. Noteworthy discussions include topics like intergenerational wealth transitions, the importance of aligning investment strategies with family values, and the emergence of multi-family office models. The blend of practical advic... more
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These podcasts share a similar audience with The Family Office Sherpa:
1. NAB Morning Call
2. The Fin
3. Chanticleer
4. Capital Allocators – Inside the Institutional Investment Industry
5. How I Invest with David Weisburd
The Family Office Sherpa launched 2 years ago and published 51 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Family Office Sherpa include:
1. Lee Mayberry
2. Angus Cameron
3. Ben Edmonds
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