Customizing technology, reporting, and structures for family offices

Edward Marshall is joined by Shaun Parkin, founder and principle consultant at Hall Road Investments. Shaun brings several decades of experience in the financial services industry, including serving over six years at State Street Global Advisors where he held numerous roles including Australian Head of Exchange Traded Funds (ETFs) and Vice President within the Institutional Client Group. The discussion highlights the contributing factors defining the increased recognition and growth in the family office and multi-family office space over the past few years. In particular, they discuss the role that technology, data analytics and reporting tools play in building strategic operations. Shaun shares his vision for fostering innovation and leveraging cloud-based platforms in order to problem solve challenges faced in organization, data customization, securitization and aggregation for the family and multi-family office space.