Shaun provides insights into cash, the asset class that can cause significant operational and portfolio management complexity. He illistrates what good looks like, what to avoid and what questions families should ask themselves. It's important to note that we are discussing how family offices can manage cash at an operational level and not advocating for any individual or type of cash products in this episode. The UBS report mentioned can be found here: https://www.linkedin.com/posts/shaun-parkin-41973425_ubs-quarterly-activity-7315592733526536193-ATLF? 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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20:51
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20:51
My Investment Office Set Up If I Had A $200M Liquidity Event
How would Shaun structure his investment office if he sold his business for $200M? This episode provides a guide on setting up and running his ideal structure.  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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23:54
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23:54
Family Office Wealth Management: Getting More for Your Spend
Sometimes it's just knowing the questions to ask to get more from your relationhsips with wealth and asset managers. Shaun gives some practical examples of how you can leverage your spend (as someone that has been on both sides of the relationship), whilst remaining a good client. 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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18:04
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18:04
Family Office Operations - Understanding & Managing Your Total Costs
Shaun has been speaking to offices and one of the main topics is cost. How much should we be paying to run the total office? What are some benchmarks to use and how can we manage/mitigate these costs without sacrificing purpose. The JP Morgan Report mentioned in the episode.  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. Â
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21:35
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21:35
Family Office Investments - Don't Create an Investment Office "Echo Chamber"
This episode Shaun digs into the challenge faced by offices without external voices. The "echo chamber" is a dangerous place when you're trying to create and protect generational wealth. Â 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.
Ireland