Family Business Audiocast · 2024-10-09 · 39 min
R. Adam Smith welcomes Shaun Parkin, founder of Hall Road Investments, an Australian firm specializing in family office investment governance. Drawing from over 25 years of experience in asset management, Shaun shares insights on how his company helps family offices develop robust investment committee structures and reporting infrastructure. The conversation explores the increasing complexity of alternative investments, the importance of purpose-driven family financial planning, and effective technology solutions for portfolio tracking. Shaun also discusses his Family Office Sherpa platform, which offers valuable resources through a newsletter and podcast for family enterprise leaders navigating investment governance challenges.
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