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Hosted by Shaun Parkin · 🇺🇸 US · EN-AU · 58 episodes
Established thought leaders with verified media credentials.
As the name suggests, I act as a guide for those seeking to establish or improve their single family office.
Shaun Parkin hosts The Family Office Sherpa, a business show with 58 episodes published.
What started as an episode on change management, ended up into a dive into some specific examples of how offices build with the wrong objectives. From reporting (it's an output not a goal) to dashboards (a good dashboard
Shaun has assisted a lot of family offices with establishing their Investment Committee Charter. The document that details the roles, responsibilities, and workings of the Investment Committee. As a member of these group
Shaun digs into one of his favourite topics (investment reporting) and how offices are increasingly using AI tools like Claude & ChatGPT to assist in the visualisation of their investment data. He goes through some of th
Shaun chats with Craig Dandurand on how the Tuckwell Family Office is set up, the differences between big insto and family office investing, the $100M Tuckwell Scholarship Program, what does a "fractional" role vs full t
Sometimes the biggest struggle for family office principals is the "cliff" that occurs once they have sold or moved on from their business. Shaun goes through some strategies that he has seen work well and how to mitigat
Offices seem to be prioritising investment resilience over optimisation. Shaun breaks down 5 ways he has seen them do this successfully. UBS report mentioned in the episode: https://www.ubs.com/global/en/wealthmanagement
The best tools are borne from client challenges, not theory and here Shaun provides two that he uses as part of the investment committee. Being part of the Hall Road platform allows family offices to build practical stra
Shaun provides 5 reasons why it could suit this style of investor and 5 reasons why it's probably not going to. Here's the article from i3 metioned: https://i3-invest.com/2026/04/a-guide-to-the-total-portfolio-approach/
Shaun has heard offices talk about how they want to innvest. As a steward, for impact, for the next gen, diversified, geographical, long term, as an endowment etc etc. In this epsisode he digs into how offices can change
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
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
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, the
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" portfoli
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
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 de
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, us
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 plu
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 2
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 wit
Shaun interviews Ben who leads the finance function for Alberts' Family Office. An office built on the world's love of media and music, including AC/DC and the Easybeats, allowing later generations to add philanthropy an
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The Family Office Sherpa is hosted by Shaun Parkin. The show is categorised under business (investing) and has published 58 episodes.
The Family Office Sherpa has published 58 episodes.
The Family Office Sherpa regularly covers business, investing. It sits in the business category, with a investing focus.
The Family Office Sherpa is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Family Office Sherpa hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Family Office Sherpa average 23 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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