
As the name suggests, I act as a guide for those seeking to establish or improve their single family office.
| Publishes | Twice monthly | Episodes | 44 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #208 | |
Apple Podcasts | #66 | |
Apple Podcasts | #135 | |
Apple Podcasts | #157 | |
Apple Podcasts | #157 |
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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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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Recent guests on The Family Office Sherpa include:
1. Angus Cameron
2. Ben Edmonds
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