Shaun explores practical strategies the office can put in place when family members transition into employee roles and begin actively participating in the family office.

The UBS Report mentioned: https://www.ubs.com/us/en/wealth-management/our-solutions/private-wealth-management/insights/articles/ubs-family-office-quarterly.html

The Bloomberg Article: https://www.bloomberg.com/news/articles/2025-09-17/ray-dalio-embraces-family-office-life-as-cio-i-m-the-guy-now

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.