The Family Office Sherpa
Shaun ParkinAs the name suggests, I act as a guide for those seeking to establish or improve their single family office.
| Publishes | Twice monthly | Episodes | 37 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
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 ... more
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: www.ubs.com/us/en/wealth-management/our-sol... more
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 aut... more
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... more
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Apple Podcasts | #223 |  Australia/Business/Investing |
Apple Podcasts | #163 |  Mexico/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About The Family Office Sherpa
What is The Family Office Sherpa about and what kind of topics does it cover?
A guiding resource for individuals aiming to establish or enhance their single family office, this audio content covers a wide array of topics crucial to successful family office management. Frequent discussions include governance structures, investment strategies, relationships with family members and advisors, and operational efficiencies necessary for tackling the unique challenges that family offices face. The host often shares actionable insights derived from real-world scenarios, emphasizing structured planning and emotional intelligence in navigating family dynamics, making it particularly valuable for anyone involved in wealth management or philanthropic endeavors.
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Which podcasts are similar to The Family Office Sherpa?
These podcasts share a similar audience with The Family Office Sherpa:
1. NAB Morning Call
2. The Meb Faber Show - Better Investing
3. Capital Allocators – Inside the Institutional Investment Industry
4. Chanticleer
5. The Memo by Howard Marks
How many episodes of The Family Office Sherpa are there?
The Family Office Sherpa launched a year ago and published 37 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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