The Family Office Sherpa - Shaun Parkin

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Keeping It Simple In Your Investment Office

Saison 2 · Épisode 43

lundi 16 mars 2026 • Durée 19:56

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.

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The Founder's Family Office Investment Traps (Domain Transfer Illusion, Trust Based Investing, Missing Red Flags)

Saison 2 · Épisode 42

lundi 2 mars 2026 • Durée 22:09

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.

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When Family Offices Split

Saison 2 · Épisode 33

lundi 27 octobre 2025 • Durée 20:27

Shaun goes through the challenging situation when families decide to establish their own family offices, breaking away but (hopefully) not breaking apart.

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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Lessons Learnt From 13 Years of Family Office Investing

Saison 2 · Épisode 32

dimanche 12 octobre 2025 • Durée 21:22

13 years on the both sides of family office investments, from smaller to very large ones, will teach you a few things. Most are positive, some are challenging, nearly all are unique to this client type. Shaun's named 11, there's plenty more.

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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Family Members As Employees - What To Plan For

Saison 2 · Épisode 31

dimanche 28 septembre 2025 • Durée 19:25

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.

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13 Less Obvious Speed Bumps When Building Your Reporting Infrastructure

Saison 2 · Épisode 30

dimanche 14 septembre 2025 • Durée 23:10

You've selected the reporting software, signed the contract, spent hours uploading and reconciling the data and designed the instance. It should be smooth sailing from here. But what you thought was going to work, doesn't. What you expected to be automated isn't and the team (and principal) are not as happy as you'd hoped because there are so many workarounds.

Shaun has identified 13 (or 14) potential issues you may not have thought about or the vendor hasn't made clear. Know them before you sign the (sometime very expensive) software contract.

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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When The Family Office Scaffolding Comes Down (Or Moves)

Saison 2 · Épisode 29

dimanche 31 août 2025 • Durée 17:23

Shaun follows up about family office scaffolding - those structures and supports that help an office build, professionalise, and operate more effectively.

But here's the thing: scaffolding is rarely permanent. At some point, the office either doesn't need the supplier anymore, or its needs have simply changed. That's when the question comes: what do you do when the scaffolding comes down?

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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10 Common Mistakes I See Family Offices Make (And How To Fix Or Avoid Them)

Saison 2 · Épisode 28

dimanche 17 août 2025 • Durée 33:31

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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Building A True To Label Multi Family Office

Saison 2 · Épisode 27

dimanche 3 août 2025 • Durée 21:05

Could opening up the Single Family Office to other families produce a unique model for wealth management? Shaun goes through the benefits, and challenges for those looking at building a true to label "Multi Family Office" and provides insight for anyone looking to use this outsourcing option.

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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Hiring Your Family Office "Chief Of Getting Stuff Done"

Saison 2 · Épisode 26

dimanche 20 juillet 2025 • Durée 17:24

One of the most important hires is the person that takes responsibity for implementation. This "general manager" is the first delegation point as they will put the wheels in motion. Shaun has seen this work and details what offices should look for.

The family office pay report mentioned in the episode: https://www.morganstanley.com/articles/single-family-office-compensation

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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