My latest podcast episode is a practical guide for establishing the Family Office Charter.
What is the charter? It’s a governance document that outlines the purpose of the family office. This includes all aspects, not just the investment and operational components.
I have done enough of these to know that it requires thoughtful contemplation and can lead to some uncomfortable, but very necessary conversations within the family.
I go through the broad components that may be helpful for those looking to review or start afresh. However, there is no template for your office and there is a good argument to have an outside specialist assist you with establishing the charter that best suits you.
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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