Family Office Fireside Chat - Jess Parker, Family Office Finance specialist & Shaun Parkin, Hall Road Founder.

Family Office Interview. A new format for the Family Office Sherpa podcast interview series with Jess Parker. More of a "chat" with each of us asking questions on our respective family office experience.

• Challenges of finance staffing in offices.
• The suppliers doing well in the space
• The holy grail of investment reporting and how AI is shaping that sector
• The need for investment governance at any size
• Why have a license to provide advice?
• The "operational compression" of AI within advice
• The Myth of "shirtsleeves to shirtsleeves"
• How to select our "scaffolding" partners
• A breakdown of what's working and what's changed in our respective consulting businesses

Article mentioned in the episode: https://www.cfainstitute.org/insights/articles/third-generation-wealth-curse-advisor-solutions

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.