The Family Office Sherpa Lessons Learnt From 13 Years of Family Office Investing
11 snips
Oct 12, 2025 Dive into the world of family office investing, where expertise meets personal touch. Discover how focusing on familiar areas enhances governance. Long-term relationships are revealed as the backbone of resilience. Personality trumps credentials in team dynamics, while collaboration breaks the myth of secrecy. Learn how human connections guide investments beyond mere spreadsheets. Understand the balance of timing in decision-making and the importance of clear communication. Finally, see why values and impact often eclipse financial metrics in these unique families.
AI Snips
Chapters
Transcript
Episode notes
Lean Into What You Know
- Many family offices concentrate holdings in areas they know deeply and enjoy.
- Shaun Parkin says focused conviction is acceptable with proper governance in place.
Relationships Beat Credentials
- Long-term relationships often outperform formal credentials in family offices.
- Shaun Parkin notes bonds formed during the business build phase become priceless trust capital.
Hire For Personality Fit
- Prioritize personality fit over credentials when hiring for a lean family office.
- Shaun Parkin warns poor personal fit causes more harm than poor investments.