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Family Office Sherpa Podcast Series - Episode 1: Establishing The Family Office Purpose, Structure And Design






I have produced a five part education series on how to structure the investment office. This first episode covers the purpose, structure and design. Specifically:


* Should you start a Family Office - what are reasons

* How to develop the purpose statement

* Staffing & Resourcing - culture, insource vs outsource

* Investment Policy and Strategy - getting started

* Investment Governance and the investment committee


This is a new platform for me, hopefully it works as a way of delivering information for those families and advisers seeking practical insight. They're short (30 minutes tops), and the other four episodes will be released every Friday.

 

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”

1 Comment


Keith Drewery
Jun 24

Great practical discussion well done Shaun

Excellent summary of key issues and importantly practical ways to approach your thinking about setting up a family office

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