Family Office Sherpa Podcast Episode 9 - The Characteristics and Challenges of The Embedded Family Office

I'm covering the Embedded Family Office - that portfolio or service that sits within the operating business.

Often overlooked when it comes to good governance, characterised by:

• Often a lack of specific strategy for return, risk etc.

• The operating business is by far the largest asset and everything else has less impact.

• Oversight uncertainty

• Responsibility overlap

• Investment process, risk and policy challenges

What can be done to improve the office?

• Bring it outside the operating business 

• Build an IC or other governance structure

I also drill into why this family office type needs attention.

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”