HeyJaredThe Family Office Sherpa
As the name suggests, I act as a guide for those seeking to establish or improve their single family office.Part of the Mr Family Office podcast network - mrfamilyoffice.com/podcasts
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 13, 2026
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- Earliest in this view
- Jul 6, 2026
Latest episodes
The Family Office CIO - What Does Good Look Like? (opens the original)
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Drawing from direct experience and the recent podcast interviews, Shaun provides a practical overview of what makes a successful family office head of investments. 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 inv
Moving The Portfolio To ETFs & Index Funds? Things To Consider Before You Do. (opens the original)
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There's an increasing ask from clients and contacts for what I would call "indexing" within the portfolio. Whether it's a desire to simplify the underlying holdings, increase internal management or questioning the benefits of more complex implementation, family office investment teams are increasing their use of ETFs and index funds. But they are not a panacea, they are a vehicle. And there is no such thing as "passive" investing because every decision is an active one. Just because there's a sm
Are You Building the Right Office for Change? (Dashboards are Not An Operating System) (opens the original)
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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 doesn't mean your office is being run efficiently). I call out two asset classes that often confuse these objectives - Commercial Property and Private Markets. A lot of this was off the back of this article from Amin Naj (linked below) called "The Dashboard is not the Office". B
Writing Your Investment Committee Charter (A Practical Guide) (opens the original)
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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 groups, he has seen what good looks like. This is another practical guide episode for anyone looking to write one themselves (without AI). Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFS
How AI is Being Used For Investment Reporting (And What To Watch Out For) (opens the original)
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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 the governance challenges that this decision can produce and the ways the established players are seeking provide this services within their offerings. Remember - don't let the convenience of these new tools eat you family's privacy for breakfast. Here's the link to the Presage Glo
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