Family Office Sherpa Podcast Episode 24 - If I had a $200M Liquidity Event

The latest Family Office Sherpa podcast i go through how would I build an investment office if I had a $200M liquidity event. Its 20 minutes.

Specifically:

·       Is it enough to have a standalone office

·       How much would I do myself - what do I enjoy?

·       Get your base right - tax, legal, IPS - pay up for the best

·       Lean into my interests and biases, but don't create an "echo chamber"

·       Manage risk - steady returns, but don't let inflation eat my corpus

·       Create good governance - get the IC set up, counterparties in place

·       Realise that this may still be "subscale" and tap into good advice for scale

·       No blind delegation - know what we have and why

·       Cyber and data security is paramount

·       Find the right personalities to help

·       Get the right software as part of your "scaffolding"

·       Property oversight of "cash".

·       I will need an office to go to.

Hopefully its helpful for anyone that's looking for guidance on how to start their investment office.

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”