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Supplier Meetings – W/C 27th February

Who?

Lineage – A relatively new boutique advice firm, started by Ex KPMG Enterprise staff and backed by a large Melbourne based family office.

Why Of Interest (WOI)?

For anyone looking at the Outsourced CFO model, they are well placed to discuss. Due to the Big 4 experience and not seeking the investment part of advice, they may serve as a Family Office plug in.


Who?

Parc Wealth Management – a boutique wealth manager base in Melbourne, focussed on UHNW and Family Offices.

WOI? Boutique offering in Melbourne for those families looking for customisation and outsourcing investments.


Who?

EMT Partners – AU/NZ/US/Asia boutique legal and business advisory firm that specialises in corporate law, M&A and cross-boarder transactions.

WOI – have a unique clients base of sporting entrepreneurs, family offices and instos that are either looking at current or future SME corporate investments from AU to US. Act as a due diligence partner for anyone looking at saving/acquiring firms outside of Australia.


Who?

PWC Sydney – the head of the Family Office services team.

WOI – a big 4 firm with increasingly specific family office offering.


Who?

KPMG Enterprise – new family office services staff, recently returned from Toronto.

WOI? Toronto office has a very well established offering and hopefully they can bring some of that expertise to Australia.


Who?

1fs – I met one of the founders in Brisbane.

WOI – because this family office reporting platform is establishing an Australian presence and is providing more of a “custodial like” service for family offices that centres around aggregation and tracking assets in a granular way.


Who?

Drew, Walk & Co – an insto grade investment office governance consultant.

WOI – if you’re looking for high grade investment policy and office governance, they have an insto/wholesale and family office client list and were referred by a large Brisbane based FO. Uniquely, they don’t offer manager selection, just the process which is helpful for those with an established investment committee or external investment consultant.


To discuss any of the above, feel free to book in 30 minute zoom via this link - https://calendly.com/hall-road/hall-road-members-zoom

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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