What are the Top Mistakes Family Offices Make | Shaun Parkin скачать в хорошем качестве

What are the Top Mistakes Family Offices Make | Shaun Parkin

Shaun Parkin, MD Hall Road Capital, discusses with Host Mark Wickersham what are some of the most commen mistakes he has seen family offices make in his two decades of experience in working with family offices on ‪@TheWealthTechPodcast‬. 🔔 Subscribe for more insights:    / @thewealthtechpodcast   🎧 Listen here: https://www.buzzsprout.com/2392677/ep... 📢 Connect with Us: 🔗 Shaun Parkin:   / shaun-parkin-41973425   🔗 The Family Office Sherpa: https://www.thefamilyofficesherpa.com... 🔗 Mark Wickersham:   / markwickersham   🔗 Asseta AI: https://www.asseta.ai/ About Shaun Parkin Shaun is Principal of Hall Road Investments and has over 20 years of family office focused experience.. Prior to establishing Hall Road, Shaun spent seven years at Boston-based asset manager, State Street Global Advisors where he had numerous roles including Australian Head of Exchange Traded Funds (ETFs) and national head of relationships for Insurance, Endowment, and Family Office clients. He also held roles in capital markets and middle office with Lonsec, Shaw Stockbroking in Sydney and GLG Partners and JP Morgan in London. He also had a small Mongolian detour which is worth having a chat about. Shaun is also creator of The Family Office Sherpa, a family office focused podcast and newsletter. https://www.thefamilyofficesherpa.com... About Hall Road Investments Assisting Single and Multi Family Office teams looking for an outside view on investments, operations & technology. About The WealthTech Podcast The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver. The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families. Disclaimer Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change. #FamilyOffices #BestPractices #familyofficetechnology