Family Office Services. I speak to a lot of families on their outsourcing and there seems to have been a decision from firms that this is a client type they want to service. In my latest podcast epsisode I cover the burgeoning family office services sector, providing direct feedback from offices on what they are (and are not) looking for in a partnership.
Specifically, what are the successful models:
1) The Advocate approach
2) Admin as a service
3) Networking and deal flow
4) Building a specific unit - and what that looks like.
4) Take on friction points and capacity issues.
Be the firm that knows what you are good at and what you are not.
For family offices, this is a guide to the types of services that are out there, choose your partnerships wisely.
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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