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The Family Office Sherpa

Shaun Parkin
Family Office
Family Offices
Wealth Management
Investment Governance
Investment Strategy
Investment Management
Investment Policy
Family Office Investments
Governance
Professional Services
Due Diligence
Portfolio Management
Asset Allocation
Family Office Charter
Family Office Services
Patient Capital
Investment Committee
Estate Planning
Operational Efficiency
Tax Efficiency

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

PublishesTwice monthlyEpisodes55Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Family Office Sherpa

Latest Episodes

Sometimes the biggest struggle for family office principals is the "cliff" that occurs once they have sold or moved on from their business. Shaun goes through some strategies that he has seen work well and how to mitigate some of the pitfalls.

Hall... more

Offices seem to be prioritising investment resilience over optimisation. Shaun breaks down 5 ways he has seen them do this successfully.

UBS report mentioned in the episode: www.ubs.com/global/en/wealthmanagement/who-we-serve/family-office... more

The best tools are borne from client challenges, not theory and here Shaun provides two that he uses as part of the investment committee. Being part of the Hall Road platform allows family offices to build practical strategies that are built to assis... more

Shaun provides 5 reasons why it could suit this style of investor and 5 reasons why it's probably not going to.

Here's the article from i3 metioned: i3-invest.com/2026/04/a-guide-to-the-total-portfolio-approach/

Hall Road Investments Pty... more

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Recent Guests

Lee Mayberry
Chief Executive Officer for the Future Family Office
Future Family Office
Episode: Family Office Interview - Lee Mayberry, CEO of Future Family Office on Addepar for Reporting, Use of Advisers, Staffing, Networks, AI usage & Opening Up to Outside Money.
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 of The Family Office Sherpa; Founder/Managing Director at Hall Road Investments; driver of governance, investment policy, and family office consulting.

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Talking Points

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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?

The show centers on practical governance and investment-committee processes for single-family offices, with a strong emphasis on turning policy and frameworks into repeatable, real-world actions. Episodes frequently explore investment policy design, governance structures, and measurable tooling—such as audits, pre-trade memos, and disciplined sizing—that help families govern wealth across generations. The host often shares personal experiences, operational tips, and honest commentary about pitfalls, alignment between stated philosophy and actual practice, and how to build lean, usable infrastructure for decision-making. Unique angles include an independent, advisory-forward approach to governance, emphasis on avoiding conflicts of interest,... more

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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. Capital Allocators – Inside the Institutional Investment Industry
2. All-In with Chamath, Jason, Sacks & Friedberg
3. Odd Lots
4. Unhedged
5. Chanticleer

How many episodes of The Family Office Sherpa are there?

The Family Office Sherpa launched 2 years ago and published 55 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. Lee Mayberry
2. Angus Cameron
3. Ben Edmonds

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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