Family Office Sherpa Podcast Episode 27 - Building A True To Label Multi Family Office

We're seeing a move by single family offices opening up to outside money. This can be single asset (Private Credit, Real Estate) or the total wealth management of assets - the Multi Family Office. In the latest Family Office Sherpa Podcast I provide a guide for those that are seeking to deliver or utilise this model.

I cover:

·       How this differs from wealth managers

·       What good looks like in this space

·       How family offices can offer something truly different

·       The benefits for the family in taking on clients

·       How to leverage your current infrastructure - leaning into genuine strengths

·       Why this offering may provide the best outsourcing option

·       Cost reduction for complex services - for the family and client

·       Using other office's experience to avoid the same challenges

·       The power of good client service and diligent onboarding

You can listen on Apple, Spotify, YouTube or wherever you get yours.

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”