The Family Office Sherpa Starting Your Office From Zero - Making the Office Yours
33 snips
Jan 4, 2026 Explore the innovative approach of starting a family office from scratch, focusing on simplicity and personalization. Discover why templated designs often miss the mark and how crafting a unique purpose statement is key. Learn about tailoring investment policies to reflect family values, optimizing teams for fit rather than just filling seats, and the importance of accurate reporting. Shaun shares real-life examples of families making impactful changes and emphasizes involving the next generation in governance. It's all about aligning investments with purpose!
AI Snips
Chapters
Transcript
Episode notes
Build Purpose From Zero
- Do start your family office by crafting a purpose statement from scratch with the family, not a template.
- Hire specialists to extract authentic purpose rather than filling in generic questions.
Make Your Investment Policy Authentic
- Do create an investment policy that reflects your purpose instead of using AI or a wealth manager's compliance-heavy template.
- Develop the IPS with the family and office staff, not as a generic document.
Don't Invest Without A Guide
- Avoid making investments before you have a guiding investment policy and strategic asset allocation.
- Size and risk-manage opportunities only against an agreed portfolio framework.