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The Family Office Sherpa

Shaun Parkin
Family Offices
Family Office
Investment Governance
Professional Services
Family Office Services
Tax Efficiency
Wealth Management
Estate Planning
Investment Policy Statement
Intergenerational Wealth Transfer
Investment Strategy
Asset Allocation
Investment Policy
Governance
Staffing
Endowment Model
Portfolio Benchmarking
Exchange Traded Funds
Private Markets Reporting
Embedded Family Office

As the name suggests, I act as a guide for those seeking to establish or improve their single family office.

PublishesTwice monthlyEpisodes44Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Family Office Sherpa

Latest Episodes

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 ... more

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 h... more

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 Autho... more

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... more

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Recent Guests

Angus Cameron
Chief Investment Officer for GHM Family Office
GHM Family Office
Episode: Family Office Interview Series – Angus Cameron, CIO for GHM Family Office
Ben Edmonds
CFO of Alberts, with 11 years of experience in the family office.
Alberts
Episode: Family Office Interview Series – Ben Edmonds, CFO for Alberts, Australia's First Family of Music

Host

Shaun Parkin
Host and Founder of Hall Road Investments, Shaun Parkin is dedicated to guiding individuals in the establishment and operation of family offices, focusing on investment strategies and governance structures.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Family Office Interview Series – Angus Cameron, CIO for GHM Family Office
Q: Can you just give me a little bit idea around the sort of the... If there is any governance framework in there?
Our governance structure has evolved and is a mix of informal discussions and a documented framework to keep investment strategies aligned.

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Frequently Asked Questions About The Family Office Sherpa

What is The Family Office Sherpa about and what kind of topics does it cover?

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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How many episodes of The Family Office Sherpa are there?

The Family Office Sherpa launched 2 years ago and published 44 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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What guests have appeared on The Family Office Sherpa?

Recent guests on The Family Office Sherpa include:

1. Angus Cameron
2. Ben Edmonds

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