The Family Office Sherpa

Family Office Interview - Craig Dandurand, CIO of Tuckwell Family office on CalPERS/Future Fund vs Family Office investing, "Fractional" CIO, a typical week, Asora for reporting, getting a role in Family Office, the Generalist Mindset 06.07.2026 49min

Shaun chats with Craig Dandurand on how the Tuckwell Family Office is set up, the differences between big insto and family office investing, the $100M Tuckwell Scholarship Program, what does a "fractional" role vs full time, how he got the gig, the need for a mind shift when it comes to investing, managing time vs other roles and life and focussing on what matters to the family. He also gives some insight into how the investing talent is moving to family office and the need to think like a generalist to be successful. Here's the Future Fund mandate Craig refers to: https://www.futurefund.gov.au/news-room/20241211--Future-Funds-New-Investment-Mandate 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 Cliff Facing Family Office Principals (And How to Manage It). 21.06.2026 12min

Sometimes the biggest struggle for family office principals is the "cliff" that occurs once they have sold or moved on from their business. Shaun goes through some strategies that he has seen work well and how to mitigate some of the pitfalls. 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.

5 Ways I See Families Create a Resilient Investment Office 07.06.2026 13min

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.

Two Practical Tools For Family Office Investment Committees - Liquid Opportunities bucket and a New Investment Template 24.05.2026 15min

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.

Would Total Portfolio Approach (TPA) Investing Work in Family Office? 11.05.2026 17min

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.

Investing How You Say You Want To Invest (Walking the Walk) 27.04.2026 16min

Shaun has heard offices talk about how they want to innvest. As a steward, for impact, for the next gen, diversified, geographical, long term, as an endowment etc etc. In this epsisode he digs into how offices can change a portfolio that doesn't align with their philosophies into one that they can point to as evidence they are "walking the walk". 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.

Implementing Your Investment Policy (Fear Of Market Timing, Role Of The IC, Have A Process, The Benefits Of Good Advice, Dollar Cost Averaging, Rules for Rebalancing & Trading, Is Diversified Real, Private Market Investment Lag) 13.04.2026 19min

You have spent time and effort to produce your family office Investment Policy Statement, now you have to trade. An uncomfortable and stressful idea for a lot of offices that haven't managed money this way before. Shaun provides a practical and real world guide for those about to implement their portfolio, walking through the key decisions, common pitfalls, and the order of operations that can make the difference between a smooth transition and an expensive lesson. 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 Hall Road Investments Model - Can the Investment Governance & Scaffolding Adviser Succeed? 30.03.2026 18min

Shaun provides a deep dive into the Hall Road advice model and expands on the idea that a firm focussing on Investment Governance and the "Scaffolding" that sourrounds Family Offices can succeed on a global scale. Is it the most lucrative revenue? No. Would life be potentially easier with a commission or FUA model? Yes, probably. But Hall Road sits on the side of the Family Office which is the seat he wants to stay in. This article may also illistrate the value proposition - https://wilsononwealth.substack.com/p/shaun-parkin-and-the-work-family 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.

Keeping It Simple In Your Investment Office 16.03.2026 19min

Shaun provides detail on how he's seen office simplify their partners, investments, reporting and goverance without comprimising on sophistication. The most effective family offices don't build investment complexity, they build clarity. 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 Founder's Family Office Investment Traps (Domain Transfer Illusion, Trust Based Investing, Missing Red Flags) 02.03.2026 22min

Shaun works with a lot of founders led investment offices. They can be the most dynamic and intuitive decision makers but can run into their own unique set of challenges when it comes to what they call "passive" portfolio management. In this episode, he goes through the main issues he's seen and provides practical advice on how the best have thrived. 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.

Do You Really Want To Work In A Family Office? 16.02.2026 16min

A lot of people say "I'd love to work in a family office" because they picture great pay, interesting investments, and less corporate nonsense. And honestly… a lot of the time, they're not wrong. But there are a bunch of things people don't think about — and some of the things that seem like negatives are actually positives… and vice versa. Shaun goes through his list. 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 Power Of Saying "I Don't Understand" To The Finance Industry 02.02.2026 19min

One of the most powerful tools available to family offices is saying "I don't understand" when facing off against investments, advice and other services targetting you as a client. Why? Because it's your money and you deserve to know. In this episode, Shaun provides scenarios and practical tips for any family looking to harness this super power. 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.

Family Office Interview - Lee Mayberry, CEO of Future Family Office on Addepar for Reporting, Use of Advisers, Staffing, Networks, AI usage & Opening Up to Outside Money. 19.01.2026 42min

Shaun chats with family office CEO, Lee Mayberry on how he manages a complex "multi family office" that has grown in sophistication over 15 years. He speaks on the challenges of software selection, adviser management, using AI as a personal assitant and how he had the conversation with family and staff when deciding to open the office to outside clients. 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.

Starting Your Office From Zero - Making the Office Yours 04.01.2026 20min

Shaun delves into the concept of starting the office from the most simplest model (zero) and to make it yours, not what someone else (or AI) thinks it should be. He provides a guide for each main pillar of the office plus some real life examples of how families have realised that their's doesnt truly reflect their purpose and made major changes to governace, investments, operations and staff. 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.

Top 5 Takeaways from Family Office Meetings in 2025 22.12.2025 21min

Shaun speaks to a lot of family offices, these are the 5 topics that keep coming up. He goes through Technology, Survey Data, Advice, Next Gen, Structure and Investment Governance. 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.

Family Office Interview Series – Angus Cameron, CIO for GHM Family Office 08.12.2025 42min

Shaun interviews Angus Cameron, Chief Investment Officer for a Sydney based family office. He goes into deep detail on the establishment of the investment office, the challenges of building a portfolio that resonates with an entrepreneurial principal, being pragmatic about investments and managing the "spicier" investments in a way that also manages risk. Mentioned in the podcast: Book: "The Aspirational Investor" Charities: Royal Flying Doctor Service (https://www.flyingdoctor.org.au/) Bondi to Berry Bike Ride (https://dementiaresearchcommunity.com/bondi2berry-ride/). 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.

Family Office Interview Series – Ben Edmonds, CFO for Alberts, Australia's First Family of Music 23.11.2025 35min

Shaun interviews Ben who leads the finance function for Alberts' Family Office. An office built on the world's love of media and music, including AC/DC and the Easybeats, allowing later generations to add philanthropy and impact investing to their focus areas. They talk on: The 140 years of unique history, how they have set up their support scaffolding, the roles of executives and family, the need for good partnerships and a "collegial" mindset. Links: For all things Alberts Family Office: alberts.co AusMusic T-Shirt Day on the 27th of November - https://ausmusictshirtday.org.au/ 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.

5 Family Office Investment Team Types 09.11.2025 19min

Shaun breaks down 5 investment types he sees in family offices - their purpose and goal. From "deal focussed" to "Endowment Style", he notes the characteristics, positives and challenges. And how to build your own. 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.

When Family Offices Split 27.10.2025 20min

Shaun goes through the challenging situation when families decide to establish their own family offices, breaking away but (hopefully) not breaking apart. 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.

Lessons Learnt From 13 Years of Family Office Investing 12.10.2025 21min

13 years on the both sides of family office investments, from smaller to very large ones, will teach you a few things. Most are positive, some are challenging, nearly all are unique to this client type. Shaun's named 11, there's plenty more. 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.