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Family Office Sherpa Podcast Episode 33 - When Family Offices Split



In the latest Family Office Sherpa podcast I go through some of the reasons and planning that families can think about as family offices split.

 

Specifically:

 

* Why Would They Do This? 

* The Challenges of Fragmentation

* How Should We Make These Decisions?

* The Positives of Going Out on Your Own

* The Negatives When Family Offices Split Up

* What You Can Learn and Take With You

* What Are the Steps to Think About?

 

Starting a new office can be a positive or negative but always requires thoughtful planning and communications.


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”

 
 
 

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