The Family Office Sherpa

Family Office Advice - Where Will the Next "System" of Family Office Advice Come From?


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Shaun discusses the current vs potential advice system for family offices. What will be the industry's "Netflix Moment" of going from selling DVDs in the mail to all in on streaming? Where is the firm that successfully provides a true alternative to the current method of providing wealth management services to this unique client type.

 

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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The Family Office SherpaBy Shaun Parkin