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10 Common Mistakes I See Family Offices Make (And How To Fix Or Avoid Them)
Shaun has seen a lot of offices make mistakes, but also what good looks like. Hopefully this episode can help those looking to start or review their office avoid these challenges.
In no particular order, he covers:
- Governance vs. Portfolio Management
- Investment Policy Not Matching the Portfolio
- Workarounds Over Improvements
- Price Over Value
- Cyber Security Only After the Fact
- Keeping Things in Their Heads
- Filling Seats Over Finding the Right Fit
- Control Over Competency
- Not Seeing the Office as a Business
- Thinking You’re the Only One Facing These Challenges
Hall Road Investments Pty Ltd ACN 621 299 269 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. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.
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By Shaun ParkinShaun has seen a lot of offices make mistakes, but also what good looks like. Hopefully this episode can help those looking to start or review their office avoid these challenges.
In no particular order, he covers:
- Governance vs. Portfolio Management
- Investment Policy Not Matching the Portfolio
- Workarounds Over Improvements
- Price Over Value
- Cyber Security Only After the Fact
- Keeping Things in Their Heads
- Filling Seats Over Finding the Right Fit
- Control Over Competency
- Not Seeing the Office as a Business
- Thinking You’re the Only One Facing These Challenges
Hall Road Investments Pty Ltd ACN 621 299 269 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. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.