Like most family office firms, Professional Services companies are starting to view Family Offices as a standalone client type. In the latest Family Office Sherpa Podcast I dig into the very important relationship that clients have with Big 4 accounting and consulting, Global Mid Tier and local specialists.
Hall Road is often part of the selection, review and implementation of these counterparties so I thought it may be of interest for anyone looking to start the process.
I dig into what we are looking for:
* Matching of complexity
* Seeking advocacy
* True to label family office specialists
* No gatekeeping
* Modularity
I also provide some tips on some of the processes clients have used to find their best structure.
For more insights into family offices and their investments, operations and technology, subscribe to the Sherpa newsletter at: hallroad.com.au.
Cheers
Shaun.
“Hall Road Investments Pty Ltd 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”
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