The Family Office Sherpa

Building A True To Label Multi Family Office

27 snips
Aug 3, 2025
Exploring the shift towards external capital, the discussion highlights the motivations and challenges faced by family offices. It emphasizes the delicate balance between their original mission and the needs of external clients. The evolving landscape of wealth management is also scrutinized, particularly the role of multifamily offices in aligning financial strategies with personal objectives. Listeners are inspired to consider starting their own multifamily offices for greater engagement and support.
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INSIGHT

Podcast Purpose: Practical Family Office Advice

  • Shaun Parkin frames the podcast as practical, implementable family office advice for builders and servicers.
  • He clarifies the series is informational and does not provide investment advice.
INSIGHT

What A Corporate Multi‑Family Office Is

  • A corporate multi‑family office replicates many single family office capabilities for multiple families rather than being a standard wealth manager.
  • Shaun describes it as offering governance, reporting, infrastructure and tailored services in an outsourced form.
INSIGHT

Replicating Single‑Office Capabilities

  • Shaun explains these offerings turn single‑office strengths into services others can access, like governance and reporting.
  • He positions the model as a fully outsourced version of what families expect from their private office.
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