You have spent time and effort to produce your family office Investment Policy Statement, now you have to trade. An uncomfortable and stressful idea for a lot of offices that haven't managed money this way before. Shaun provides a practical and real world guide for those about to implement their portfolio, walking through the key decisions, common pitfalls, and the order of operations that can make the difference between a smooth transition and an expensive lesson.

Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). 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.

Shaun provides a deep dive into the Hall Road advice model and expands on the idea that a firm focussing on Investment Governance and the "Scaffolding" that sourrounds Family Offices can succeed on a global scale. Is it the most lucrative revenue? No. Would life be potentially easier with a commission or FUA model? Yes, probably.

But Hall Road sits on the side of the Family Office which is the seat he wants to stay in.

This article may also illistrate the value proposition - https://wilsononwealth.substack.com/p/shaun-parkin-and-the-work-family

Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). 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.

Shaun provides detail on how he's seen office simplify their partners, investments, reporting and goverance without comprimising on sophistication. The most effective family offices don't build investment complexity, they build clarity.

Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). 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.

Shaun works with a lot of founders led investment offices. They can be the most dynamic and intuitive decision makers but can run into their own unique set of challenges when it comes to what they call "passive" portfolio management. In this episode, he goes through the main issues he's seen and provides practical advice on how the best have thrived.

Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). 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.

A lot of people say "I'd love to work in a family office" because they picture great pay, interesting investments, and less corporate nonsense. And honestly… a lot of the time, they're not wrong. But there are a bunch of things people don't think about — and some of the things that seem like negatives are actually positives… and vice versa. Shaun goes through his list.

Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). 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.

One of the most powerful tools available to family offices is saying "I don't understand" when facing off against investments, advice and other services targetting you as a client. Why? Because it's your money and you deserve to know. In this episode, Shaun provides scenarios and practical tips for any family looking to harness this super power.

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.

Shaun chats with family office CEO, Lee Mayberry on how he manages a complex "multi family office" that has grown in sophistication over 15 years. He speaks on the challenges of software selection, adviser management, using AI as a personal assitant and how he had the conversation with family and staff when deciding to open the office to outside clients.

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.

Shaun delves into the concept of starting the office from the most simplest model (zero) and to make it yours, not what someone else (or AI) thinks it should be. He provides a guide for each main pillar of the office plus some real life examples of how families have realised that their's doesnt truly reflect their purpose and made major changes to governace, investments, operations and staff.

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.

Shaun speaks to a lot of family offices, these are the 5 topics that keep coming up. He goes through Technology, Survey Data, Advice, Next Gen, Structure and Investment Governance.

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.

Shaun interviews Angus Cameron, Chief Investment Officer for a Sydney based family office. He goes into deep detail on the establishment of the investment office, the challenges of building a portfolio that resonates with an entrepreneurial principal, being pragmatic about investments and managing the "spicier" investments in a way that also manages risk.

Mentioned in the podcast:

Book: "The Aspirational Investor"

Charities:

Royal Flying Doctor Service (https://www.flyingdoctor.org.au/)

Bondi to Berry Bike Ride (https://dementiaresearchcommunity.com/bondi2berry-ride/).

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.