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Webinar I Beyond investment advice: The evolving needs of family offices
Date: Wednesday, 4 November
Time: 12:00pm - 1:00pm AEDT
Venue: Online via Zoom
In this webinar, Shaun Parkin, Founder, Hall Road Investments, will examine the rapid growth of the family office sector in Australia and what it means for the advisers and firms that serve it. He will map the family office landscape, exploring how families differ by wealth, complexity and generational stage, and why more are choosing to establish formal offices.
Shaun will explain how the Hall Road offering emerged in response to client demand for coordinated advice across operations, structures and investment governance. He will then assess where Australian wealth managers and other service providers are meeting family office needs, where gaps remain compared with more mature global offerings, and how a new generation of providers is responding.
Key takeaways:
- Understand what is driving family office growth in Australia and how families’ needs vary.
- Identify gaps in the services available to family offices, particularly around coordination and governance.
- Consider what emerging service models mean for families, advisers and wealth management firms.
Presenter: Shaun Parkin, Founder, Hall Road Investments
Host: Toby Lewis, CFA, Director, Harbour Reach
Cost:
- Free for CFA Australia Society members and CFA Program candidates
- $15 for non-members / industry professionals
Interested in membership? Explore membership options here.
Shaun Parkin
The Global Passport Program allows members of participating CFA Institute Societies to attend other societies’ events at the local member price.
CFA Society Australia has determined that this program qualifies for PL credit hour(s) under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member, PL credit for attending this session will be automatically recorded in your PL tracking tool.
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