Navigating the Complex Landscape of Family Offices
Podcast: Navigating the Complex Landscape of Family Offices
Key Highlights
[00:01 – 06:56] Opening Segment
- Family offices outside of operating companies are relatively new in Australia
- A family office is defined as a corporate entity set up to manage the assets of a single family
[06:57 – 13:42] Leveraging Technology to Create Digital Family Offices
- How Shaun struggled with the ‘golden handcuff’ of working for a good business
- He started his firm four years ago to remove bureaucracy and build something to enjoy working for
- Technology has changed financial services, and multi-family offices are trying to leverage it
[14:43 – 22:17] Challenges for Family Offices in Australia
- The biggest challenge for Australian clients is putting in a full-blown tech stack
- Family offices often fall into a gray area between RIAs and institutional custodial relationships
- COVID has led to families relocating to Singapore and Australia in Southeast Asia for infrastructure, tax, and stability
[22:18 – 27:10] Exploring the Challenges of Asset Transition and Relationship Management with Family Offices
- Singapore is an attractive tax regime and has good staff, time zone, and capital allocation
- The baby boomer generation is exiting and rolling over assets to the next generation
- A good reporting structure helps engage with the next generation
[27:11 – 35:14] Closing Segment
- Sherpa Newsletter is a guide to the family office sector, sent out to 1000 people every two weeks
- Shaun’s daily practice
Additional Links:
Website: https://www.hallroad.com.au
Shaun’s LinkedIn: https://www.linkedin.com/in/shaun-parkin-41973425/?originalSubdomain=au
Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/
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