Family Office Sherpa Podcast Episode 19 - Managing Fear & Uncertainty

In the latest Family Office Sherpa Podcast, I provide specific examples of how the hardiest offices navigate, rather than react, to volatile markets.

Specifically:

·       Have an IPS and Purpose – that you stick to.

·       Good Advice – across all asset classes

·       Strong Internal Decision-Making Process – don’t let fear dictate

·       An Investment Committee that knows its role

·       Strong Scaffolding - supporting structures become key.

·       Accurate and timely reporting - know what you have.

·       Use your "patient capital" superpower

I'm not here to give investment advice, Hall Road is a firm that assists clients looking to build the connective tissue that supports family offices during these uncertain times. And hopefully this episode can provide a guide for anyone starting or reviewing their structure

For more insights into family offices and their investments, operations and technology, subscribe to the Sherpa newsletter at:  hallroad.com.au.

Cheers

Shaun.

“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 an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”