Family Office Sherpa Podcast Episode 23 - Getting the Most From Wealth Management Spend

The latest Family Office Sherpa podcast provides a practical guide on leveraging your spend on wealth and asset management.

As someone who once sat on the fund manager side, I’ve seen firsthand that the best advisers and family offices ask smarter questions. They don’t stop at, “What’s your strategy?” Instead, they ask, “What can we access beyond performance?

I provide specific examples and the questions you can ask your wealth manager or fund manager to get the most for your office.

Including:

·       Research Support

·       Due Diligence Collaboration

·       Investment Ideation

·       Network Leverage

·       Reporting & Infrastructure

·       Technology Access

As the "critical friend" I assist offices that often have less experience when facing off against service providers, sometimes it's just knowing the questions

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”