
As the name suggests, I act as a guide for those seeking to establish or improve their single family office.
| Publishes | Twice monthly | Episodes | 39 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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 AC... more
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 ... more
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
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #178 | |
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Apple Podcasts | #211 |
Listeners, social reach, demographics and more for this podcast.
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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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4. Value Investing with Legends
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The Family Office Sherpa launched a year ago and published 39 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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