The Family Office Sherpa
As the name suggests, I act as a guide for those seeking to establish or improve their single family office.
Episodes
Family Office Interview - Craig Dandurand, CIO of Tuckwell Family office on CalPERS/Future Fund vs Family Office investing, "Fractional" CIO, a typical week, Asora for reporting, getting a role in Family Office, the Generalist Mindset
Shaun chats with Craig Dandurand on how the Tuckwell Family Office is set up, the differences between big insto and family office investing, the $100M Tuckwell Scholarship Program, what does a "fractional" role vs full time, how he got the gig, the need for a mind shift when it comes to investing, managing time vs other roles and life and focussing on what matters to the family. He also gives s
The Cliff Facing Family Office Principals (And How to Manage It).
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 Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.43012
5 Ways I See Families Create a Resilient Investment Office
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: https://www.ubs.com/global/en/wealthmanagement/who-we-serve/family-office-and-uhnw/global-family-office-report.html Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of
Two Practical Tools For Family Office Investment Committees - Liquid Opportunities bucket and a New Investment Template
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 assist when they see the same issue come up. In this case - how do we establish rules for assets outside the classic SAA and how do we create a form that w
Would Total Portfolio Approach (TPA) Investing Work in Family Office?
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: https://i3-invest.com/2026/04/a-guide-to-the-total-portfolio-approach/ Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). Shaun Parkin is an
Investing How You Say You Want To Invest (Walking the Walk)
Shaun has heard offices talk about how they want to innvest. As a steward, for impact, for the next gen, diversified, geographical, long term, as an endowment etc etc. In this epsisode he digs into how offices can change a portfolio that doesn't align with their philosophies into one that they can point to as evidence they are "walking the walk". Hall Road Investments Pty Ltd ACN 621 299 269 is a
Implementing Your Investment Policy (Fear Of Market Timing, Role Of The IC, Have A Process, The Benefits Of Good Advice, Dollar Cost Averaging, Rules for Rebalancing & Trading, Is Diversified Real, Private Market Investment Lag)
You have spent time and effort to produce your family office Investment Policy Statement, now you have to trade. An uncomfortable and stressful idea for a lot of offices that haven't managed money this way before. Shaun provides a practical and real world guide for those about to implement their portfolio, walking through the key decisions, common pitfalls, and the order of operations that can mak
The Hall Road Investments Model - Can the Investment Governance & Scaffolding Adviser Succeed?
Shaun provides a deep dive into the Hall Road advice model and expands on the idea that a firm focussing on Investment Governance and the "Scaffolding" that sourrounds Family Offices can succeed on a global scale. Is it the most lucrative revenue? No. Would life be potentially easier with a commission or FUA model? Yes, probably. But Hall Road sits on the side of the Family Office which is the s
Keeping It Simple In Your Investment Office
Shaun provides detail on how he's seen office simplify their partners, investments, reporting and goverance without comprimising on sophistication. The most effective family offices don't build investment complexity, they build clarity. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). Sh
The Founder's Family Office Investment Traps (Domain Transfer Illusion, Trust Based Investing, Missing Red Flags)
Shaun works with a lot of founders led investment offices. They can be the most dynamic and intuitive decision makers but can run into their own unique set of challenges when it comes to what they call "passive" portfolio management. In this episode, he goes through the main issues he's seen and provides practical advice on how the best have thrived. Hall Road Investments Pty Ltd ACN 621 299 269
Do You Really Want To Work In A Family Office?
A lot of people say "I'd love to work in a family office" because they picture great pay, interesting investments, and less corporate nonsense. And honestly… a lot of the time, they're not wrong. But there are a bunch of things people don't think about — and some of the things that seem like negatives are actually positives… and vice versa. Shaun goes through his list. Hall Road Investments Pty L
The Power Of Saying "I Don't Understand" To The Finance Industry
One of the most powerful tools available to family offices is saying "I don't understand" when facing off against investments, advice and other services targetting you as a client. Why? Because it's your money and you deserve to know. In this episode, Shaun provides scenarios and practical tips for any family looking to harness this super power. Hall Road Investments Pty Ltd ACN 621 299 269 is a
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.
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 and how he had the conversation with family and staff when deciding to open the office to outside clients. Hall Road Investments Pty Ltd ACN 621 299
Starting Your Office From Zero - Making the Office Yours
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 how families have realised that their's doesnt truly reflect their purpose and made major changes to governace, investments, operations and staff. Ha
Top 5 Takeaways from Family Office Meetings in 2025
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 Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279
Family Office Interview Series – Angus Cameron, CIO for GHM Family Office
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, being pragmatic about investments and managing the "spicier" investments in a way that also manages risk. Mentioned in the podcast: Book: "The Aspir
Family Office Interview Series – Ben Edmonds, CFO for Alberts, Australia's First Family of Music
Shaun interviews Ben who leads the finance function for Alberts' Family Office. An office built on the world's love of media and music, including AC/DC and the Easybeats, allowing later generations to add philanthropy and impact investing to their focus areas. They talk on: The 140 years of unique history, how they have set up their support scaffolding, the roles of executives and family, the nee
5 Family Office Investment Team Types
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 ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Autho
When Family Offices Split
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 No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investme
Lessons Learnt From 13 Years of Family Office Investing
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 Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882
Family Members As Employees - What To Plan For
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: https://www.ubs.com/us/en/wealth-management/our-solutions/private-wealth-management/insights/articles/ubs-family-office-quarterly.html The Bloomberg Article: https://www.bloomberg.com/news/articles/2025
13 Less Obvious Speed Bumps When Building Your Reporting Infrastructure
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 automated isn't and the team (and principal) are not as happy as you'd hoped because there are so many workarounds. Shaun has identified 13 (or 14) pote
When The Family Office Scaffolding Comes Down (Or Moves)
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't need the supplier anymore, or its needs have simply changed. That's when the question comes: what do you do when the scaffolding comes down? Hall Roa
10 Common Mistakes I See Family Offices Make (And How To Fix Or Avoid Them)
Shaun has seen a lot of offices make mistakes, but also what good looks like. Hopefully this episode can help those looking to start or review their office avoid these challenges. In no particular order, he covers: Governance vs. Portfolio Management Investment Policy Not Matching the Portfolio Workarounds Over Improvements Price Over Value Cyber Security Only After the Fact Keeping Things in
Building A True To Label Multi Family Office
Could opening up the Single Family Office to other families produce a unique model for wealth management? Shaun goes through the benefits, and challenges for those looking at building a true to label "Multi Family Office" and provides insight for anyone looking to use this outsourcing option. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279
Hiring Your Family Office "Chief Of Getting Stuff Done"
One of the most important hires is the person that takes responsibity for implementation. This "general manager" is the first delegation point as they will put the wheels in motion. Shaun has seen this work and details what offices should look for. The family office pay report mentioned in the episode: https://www.morganstanley.com/articles/single-family-office-compensation Hall Road Investments
The Burden Of Cash Holdings
Shaun provides insights into cash, the asset class that can cause significant operational and portfolio management complexity. He illistrates what good looks like, what to avoid and what questions families should ask themselves. It's important to note that we are discussing how family offices can manage cash at an operational level and not advocating for any individual or type of cash products i
My Investment Office Set Up If I Had A $200M Liquidity Event
How would Shaun structure his investment office if he sold his business for $200M? This episode provides a guide on setting up and running his ideal structure. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road In
Family Office Wealth Management: Getting More for Your Spend
Sometimes it's just knowing the questions to ask to get more from your relationhsips with wealth and asset managers. Shaun gives some practical examples of how you can leverage your spend (as someone that has been on both sides of the relationship), whilst remaining a good client. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Cor
Family Office Operations - Understanding & Managing Your Total Costs
Shaun has been speaking to offices and one of the main topics is cost. How much should we be paying to run the total office? What are some benchmarks to use and how can we manage/mitigate these costs without sacrificing purpose. The JP Morgan Report mentioned in the episode. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correl
Family Office Investments - Don't Create an Investment Office "Echo Chamber"
This episode Shaun digs into the challenge faced by offices without external voices. The "echo chamber" is a dangerous place when you're trying to create and protect generational wealth. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No
Family Office Structure - The Agents of Change for your Office (Flourish or Flounder)
Shaun digs into the agents of change that will affect how well your office operates in the future. Technology and Sophistication will determine those that flourish or flounder. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458)
Family Office Investments - Managing Uncertainty & Fear
"Fear is the Mind Killer". And family offices can either react or build a structure that navigates this unceartainty. Shaun provides detail on how the hardiest family offices manager to survive and flourish during market volatilty. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun P
Family Office Investments - Who is Managing the Portfolio?
Shaun covers the need for clarity on internal and external portfolio management functions. Who has the agency to make decisions, what is the process and how are they implemented. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 00127945
Family Office Risks - Overcoming Decision Paralysis in a Family Office
In this episode, Shaun breaks down the risks (family, investments, counterparties), and the mitigation strategies he has seen work effectively for offices struck by indecision. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279
Family Office Advice - Where Will the Next "System" of Family Office Advice Come From?
Shaun discusses the current vs potential advice system for family offices. What will be the industry's "Netflix Moment" of going from selling DVDs in the mail to all in on streaming? Where is the firm that successfully provides a true alternative to the current method of providing wealth management services to this unique client type. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate
Family Office Structure - Curating Your Family Office "Scaffolding"
Shaun digs into the idea that family offices can leverage their internal and external advisers and suppliers to create a network of supportive "scaffolding" to build a better office. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 0012
Family Office Use of Fractional Employees
Shaun provides specific detail on the use of "fractional" employees within family offices. What are they, what's the difference between them and consultants, what you should look for and what are some of the things to be mindful of. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun
Family Office Purpose - A Practical Guide for Establishing the Family Office Charter
In this episode Shaun provides practical examples of how to establish or review your purpose document. Sometimes known as a charter, this is your living, breathing document outlining the reasons for having a family office. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin
Family Office Investments - My Role as the "Critical Friend" within the Investment Team
In this episode Shaun provides insights into his role as the "Critical Friend" within the family office investment team. Lots of practical examples for those families interested in the Hall Road advice model. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised
Family Office Use of Professional Services Firms (Big 4, Mid Tier & Local Specialists)
In the latest Family Office Sherpa Podcast I dig into the very important relationship that clients have with Big 4 accounting and consulting, Global Mid Tier and local specialists. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 00127
Family Office Investments - The Concentrated Single Position
Nearly all family offices have a single overweight position in their portfolio. Inspired by a recent article on how a family had almost doubled their wealth via one investment, Shaun provides practical guidance on how he has seen this go well and go poorly. This episode is a guide on how families can take advantage of their super powers whilst maintaining good governance. The article: The stock
The Characteristics and Challenges of The Embedded Family Office
One of the most interesting family office types is the embedded family office - the investments/family services that sit inside an operating business. Often overlooked when it comes to good governance, Shaun digs into the best ways he's seen this structured and managed. A must for anyone unsure on how to start or those looking to review. In the roundup we cover the family office University cours
How Family Offices Are Using AI for Daily Tasks
How are the pro-active family offices using AI tools to assist with daily tasks. From data capiture for research, refining their comms, quick rec & checks on performance data..the list of time saving and incremental uses for this once in a generation tech has started. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capi
The Challenges of Private Markets Reporting, fortnightly roundup
Family Offices are increasing their exposure to Private Markets. Shaun details his experience with the downstream operational effect of these investments and how offices can improve their reporting structure. In the fortnightly roundup (FR) - Michigan State University's run up the endowment league tables and a new Sydney family office hire. Articles mentioned in this episode: SS&C Private Mark
Family Office Use of ETFs, Fortnightly Roundup
In this episode Shaun provides deatil on how he sees Family Offices use ETFs and provides a new "fortnightly roundup" of anything that's caught his attention. Links: Citi Private Bank Report UBS Quartely Report ASX Fund Stats Report "Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is
Measuring Portfolio Performance via Good Benchmarks
In this episode, Shaun covers one of his favourite subjects - Benchmarking. This is not your normal asset owner and the way peformance is measured should be as unique as each office. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 00
Family Offices & The Endowment Model
In this episode, Shaun provides his experience with how the famous endowment model is used by Family Offices. Specifically, why they are often big proponents (or say they are), what structures they're using for implementation and how they measure efficacy. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (
Family Office Investments - Fund Manager Selection & Use
In the latest Sherpa Podcast I delve into what family offices look for in a fund manager relationship. This is an epsisode for managers looking to build this channel and for those family offices seeking to build an ecosystem of external partnerships. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL N
Family Office Services - What Are Clients Looking For?
In this episode Shaun calls out the most (and least) effective types of family office services. A helpful guide for anyone looking to assist family offices as well as for those looking to curate their supplier ecosystem. Mentioned in the episode: Cap Gemini Report Edward Marshall's Article on Adviser Creep. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Represen
Family Office Staffing and Pay
In this episode Shaun speaks to staffing within the Family Office, digs into the insource vs outsource models as well as some indication of pay rate and current roles in high demand. Enjoy! KPMG compensation research reports mentioned: 1) Australia 2) Global Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty
Engaging Family Members in the Investment Office (especially next gen)
In this episode, Shaun prvides specific examples of how he has seen family member engaged with the investment portfolio. He also provides examples on what has not worked. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Ha
Understanding and Selecting External Advisers
In this espisode Shaun provides guidance on the different models of external advice. He digs into the need to know your counterparty and for families to make sure they take the time to select the most appropriate partnerships. Helpful link: Edward Marshall breaks down Adviser Scope Creep Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456)
Building The Investment Reporting Infrastructure
In this episode, Shaun speaks on one of the biggest challenges faced by Family Offices - getting the investment reporting infrastructure right. A guide for family office reporting Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001
Writing The Investment Policy Statement
In Episode 2 of the Family Office Sherpa education series, Shaun Parkin goes through the detail that families can include in their investment policy statement (IPS). It's practical and based on real examples. Some guides for listeners: https://partners-cap.com/insights/partners-capital-best-practices-in-institutional-family-office-investment-management/ https://www.hallroad.com.au/post/ro
Establishing The Family Office: Purpose, Structure And Design
In Episode 1 of the Family Office Sherpa education series, Shaun Parkin introduces the idea of the Family Office and how you can establish a structure to manage your family wealth. Shaun covers the intricacies of purpose, design and what works (and doesn't work) for global family offices. As mentioned in the podcast: KPMG Agreus Family Office Compensation Report Hall Road Investments
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