The Family Office Sherpa The Hall Road Investments Model - Can the Investment Governance & Scaffolding Adviser Succeed?
Mar 30, 2026
A deep dive into an independent investment governance and scaffolding advisory model for family offices. Listens about common setup versus pure investment problems and practical fixes like clearer roles, reporting and new-investment forms. Learn how a fractional, embedded approach sits on committees and the trade-offs between independence and revenue.
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Problems Start With Setup Not Managers
- Many family offices' problems are setup and governance issues rather than investment selection failures.
- Shaun Parkin explains engagements often start after change or liquidity events when clarity, purpose documents, and process are missing.
Independence From Suppliers Is Intentional
- Hall Road purposely avoids managing money, picking funds, or taking commissions to remain independent of suppliers.
- Shaun argues sitting outside the supply chain preserves incentives to be on the family's side when interrogating decisions.
Define Roles And A Usable Investment Policy
- Do define roles, decision rights, and an investment policy that is usable and living rather than a static 50-page deck.
- Shaun recommends clear governance, reporting, and a purpose/constitutional charter before investing.