The Mack Podcast

In this panel episode, we explore how family offices are approaching industrial real estate in today’s market, from long-term portfolio construction to tactical investment decisions. Drawing on perspectives from institutional, advisory, and family ownership backgrounds, the conversation highlights how investment strategy is shaped by time horizon, capital structure, and the role real estate plays...

In this episode, we explore the often-overlooked systems and people that keep family offices operating smoothly behind the scenes. From talent architecture and governance to communication protocols and cultural alignment, the conversation highlights how this “invisible infrastructure” serves as the connective tissue supporting both day-to-day operations and long-term continuity. Sophia Ziegler sha...

Luxury travel within family offices has evolved far beyond booking destinations—it’s about trust, execution, and creating experiences that bring families together. In this panel, industry leaders explore the true value of travel advisors, from anticipating issues before they arise to navigating multi-generational preferences and complex logistics. The conversation also touches on authenticity vers...

As interest in sports investing continues to grow, the conversation is shifting from why it matters to how to approach it effectively. In this panel, Brian Adams is joined by Kyle Auffray, Bobby Henebry, and Justin Papadakis to unpack how investors are navigating an increasingly complex and fragmented sports landscape. Rather than focusing solely on team ownership, the discussion explores where va...

Secondaries have rapidly evolved from a niche strategy into a core component of private market investing. As distributions slow and liquidity becomes more constrained, investors are being forced to rethink how and where they allocate capital. In this episode of The Mack Podcast, Brian Adams is joined by Adam Freda, Tim Ladin, and Jerry Graunke to explore what’s driving the growth of the secondarie...

In conversations about generational wealth, much of the focus is placed on preparing the rising generation. But what responsibilities do the current stewards of wealth, the leading generation, carry in shaping that transition? In this episode, Brian Adams is joined by Kristen Heaney and Celine Fitzgerald of In Three Generations to explore the role the leading generation plays in preparing families...

Sports franchises were once considered trophy assets held by families for generations. Today, they are increasingly viewed as a legitimate institutional asset class attracting private equity, family offices, and global investors. In this episode, Brian Adams hosts a panel discussion with Tom Conaghan of McDermott Will & Schulte, Joe Roos of Zittman Family Office, and Andrew Hutcheson of Wedbus...

Daniel Krutoy, Principal at Pro4ia and a technology leader with more than 25 years of experience in IT infrastructure and cybersecurity, joins the show to discuss the evolving cyber risk landscape facing family offices. The conversation explores how hybrid work environments have shifted cyber threats toward individuals, why identity protection and endpoint security have become critical, and how fa...

Brent Sullivan, independent industry analyst and author of Tax Alpha Insider, joins us to discuss how families and family offices can embed tax awareness directly into portfolio design — not as a year-end exercise, but as an ongoing discipline. This conversation moves beyond position-specific strategies and focuses instead on structure: how taxable portfolios are engineered, monitored, and coordin...

In this episode of The Mack Podcast, Brian Adams sits down with Jenny Kowal, Managing Director and Senior Income Tax Strategist at IEQ Capital, to explore why tax awareness is one of the most underappreciated drivers of long-term wealth preservation. Drawing on more than 25 years of experience, including leadership in academia and advising ultra-high-net-worth families, Jenny shares why income tax...

In this panel discussion, host Brian Adams is joined by John Lueken, David Sawyer, and Chris Brimsek to explore the expanding role of GP stakes investing within private markets and family office portfolios. The conversation outlines the structural differences between GP and LP investing and examines how GP stakes can provide diversified exposure to management fee streams, carried interest, and lon...

In this episode of The Mack Podcast, host Brian Adams is joined by Kit Case and Bill Bogart, co-founders of Case & Bogart, to discuss how families can thoughtfully prepare the rising generation for stewardship, leadership, and long-term responsibility. The conversation explores why episodic education is often insufficient, the risks of delaying next-gen development, and the difference between...

In this global panel discussion, host Brian Adams is joined by Shaun Parkin, Rodrigo Garcia, Mehul Chavada, Joel Goschalk, and Vadym Doroshenko to explore how family office investment committees are formed, structured, and governed. The conversation examines what typically drives families to formalize investment governance, how decision-making actually happens inside committees, and the balance be...

In this episode of The Mack Podcast, Brian Adams is joined by Dana Baines and Joe Bell to explore the growing role of direct secondaries in family office investing. They discuss how private companies staying private longer, fewer IPOs, and the rise of SPVs have reshaped access to high-growth opportunities. Dana and Joe break down the different types of secondaries, explain how allocations and dili...

In this panel discussion, host Brian Adams is joined by Mark Tepsich, Jennifer Strom, Bill McLean, Susan Schoenfeld, and Richard Wolkowitz to discuss family constitutions and governance in multi-generational family enterprises. The conversation focuses on why governance is increasingly essential as families grow more complex, and why the process of building alignment often matters more than the do...

In this episode, host Brian Adams sits down with Dr. Dave Marcovitz, co-founder of Valence, to discuss how mental health, leadership, and emotional wellbeing shape the long-term success of family enterprises. Drawing from his experience in psychiatry and executive coaching, Dave explains why human capital is often the most underestimated asset in multigenerational families. The conversation explor...

In this in-depth panel conversation, host Brian Adams is joined by Jennifer Strom, James Rosebush, and John Russo to explore one of the most complex, and often underestimated, topics in the family office world: distribution policy. Drawing on decades of experience working with multi-generational families, the panel examines how thoughtful distribution structures can preserve not only financial cap...

In this episode of The Mack Podcast, Brian Adams sits down with Matt McClintock, Founder and Executive Managing Director of The Bespoke Group, to explore how digital assets—particularly Bitcoin—are reshaping estate planning, family office governance, and multigenerational wealth strategy. Matt shares how his journey began as an estate planning attorney serving ultra-high-net-worth families before...

In this episode of The Mack Podcast, Brian Adams is joined by Timothy Ladin, Ray DiNunzio, and Allen Injijian for a candid, experience-driven conversation on embedded family offices—structures where personal wealth management exists inside operating companies, investment firms, or GP platforms. Drawing from decades of hands-on experience inside single-family offices, advisory firms, and institutio...

In this panel discussion, we explore how family offices and ultra-high-net-worth families should think about art and collectibles—not just as passion assets, but as complex, high-stakes components of a broader wealth strategy. With perspectives from insurance, law, valuation, advisory, and family office operations, the conversation moves beyond headlines to examine what’s really happening in today...

In this episode, Brian Adams sits down with Matt LaMura, cybersecurity advisor and co-founder of FORT, to challenge the fear-driven narratives that dominate conversations about cyber risk in the family office world. Rather than leaning into worst-case scenarios and alarmist messaging, Matt offers a clear, grounded framework for how family offices can think about cybersecurity strategically — witho...

In this conversation, Ryan Austin discusses the evolving landscape of family offices, emphasizing the importance of visibility, narrative control, and engagement with the next generation. We also explore the significance of narrative capital in differentiating family offices in a competitive market and share insights on investment strategies and the importance of diligence in building relationship...

In this panel episode, Brian Adams speaks with yachting experts Ed Rhind, Kevin Frisch, and Alastair Callender to explore the multifaceted world of yacht ownership. The panelists discuss various ownership structures, including full and fractional ownership, particularly regarding tax implications and operational logistics. They also share best practices for due diligence, ongoing management, and l...

In this conversation, Brian Adams speaks with Chad Burdette and Jason Pinkham of Sonder Partners to unpack how families can identify the right advisor. They discuss why multifamily offices can be difficult to evaluate, the importance of education before making advisor decisions, and the common sources of anxiety families face when weighing their options. Chad and Jason break down ownership structu...

In this conversation, Peter Moustakerski, CEO of Family Office Exchange (FOX), discusses the journey of ultra-high-net-worth families, emphasizing the importance of understanding their evolution over time. He outlines the stages families go through, from business ownership to financial investment and enterprise development. The discussion also delves into the emerging federated family office model...