The Family Office Sherpa

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/who-we-serve/family-office-and-uhnw/global-family-office-report.html 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.  

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 strategies that are built to assist when they see the same issue come up. In this case - how do we establish rules for assets outside the classic SAA and how do we create a form that will allow due diligence and tracking but won't bog the office down in bureaucracy.   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.    

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/ 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.