The Mack Podcast

In this conversation, Warren Finkel discusses the changing landscape of cybersecurity threats facing family offices. He emphasizes the importance of understanding these threats, the need for outsourcing cybersecurity functions, and the critical role of human capital in maintaining security awareness. Finkel highlights common vulnerabilities, the mindset of complacency, and the necessity of modern...

This conversation explores the role of Chief Learning Officers (CLOs) in family offices, emphasizing the importance of learning in wealth transfer and family dynamics. The panel discusses the balance between qualitative and quantitative learning, the engagement of the next generation, and the customization of learning programs. They also touch on the impact of technology and the future trends in f...

In this conversation, Brian Adams and Sasha Lund discuss the evolving dynamics of wealth transfer, particularly focusing on the increasing representation of women in family businesses and offices. They explore the importance of multigenerational collaboration, the cultural differences in family office structures, and the challenges faced by women in leadership roles. The discussion also touches on...

In this conversation, Brian Adams and Kate Bright discuss security, particularly focusing on the convergence of digital and physical security. Kate shares insights from her extensive experience in the family office sector and highlights the importance of proactive risk management strategies. The discussion emphasizes the need for emotional security as a critical component of overall risk resilienc...

In this conversation, Brian Adams and Max Bevilacqua delve into the complexities of family systems and their implications for family offices. They explore the importance of understanding family dynamics, mapping relationships, and the role of triangulation in conflict resolution. The discussion emphasizes the need for effective communication, trust, and cultural fit within family offices, as well...

This conversation delves into the challenges and best practices surrounding technology in family offices. Today's guests discuss the importance of roadmapping, internal governance, RFP processes, and the implementation of technology solutions. They emphasize the need for stakeholder engagement and the balance between co-sourcing and outsourcing. The discussion also highlights the future of fam...

This conversation focuses on the challenges of talent acquisition, the importance of culture fit, and the implications of the great wealth transfer. The panel discusses the dynamics of investment management, compensation structures, and the role of technology and cybersecurity in family offices. They emphasize the need for education and effective communication within families to navigate these com...

In this conversation, Robert Gauntt shares his journey from a college baseball player to a seasoned investment professional. He discusses the evolution of the Registered Investment Advisor (RIA) industry, the importance of building a differentiated multi-family office, and the critical factors families should consider when choosing a multi-family office. He emphasizes the significance of leveragin...

In this conversation, Brian Adams and Joel Goschalk explore the differences between family offices in the US and the UK. They discuss the scale of operations, investment dynamics, cultural differences in networking, and the role of third-party services. Joel shares his experiences as an expat in the US, providing insights into the job market and offering advice for UK professionals considering a m...

This panel discussion delves into the role of general counsel within family offices, highlighting the shift from external legal counsel to in-house legal expertise. The guests discuss the cost-benefit analysis of hiring in-house versus external counsel, the importance of risk management, and the growing trend of direct investing among family offices. They also explore the challenges of co-investin...

In this conversation, Wendy Wecksell shares her journey into coaching and the importance of emotional intelligence (EQ) in wealth management, particularly within family offices. She discusses her personal experiences with wealth, the significance of relationships, and how emotional intelligence can unlock capital. Wendy emphasizes the need for strong communication skills and practical applications...

In this conversation, Ben Stoddard discusses the evolving landscape of family offices and investment strategies, emphasizing the intersection of technology and investment management. He highlights the importance of creativity, risk management, and the need for a shared vocabulary within family offices. The discussion also covers the challenges of generational wealth, the role of AI in enhancing in...

In this episode, Brian Adams hosts a follow-up discussion with three experts in the field of Chief of Staff roles within family offices. The conversation explores various pathways to becoming a Chief of Staff, the essential skills and experiences required for success, and the growing demand for these roles in today's complex business environment. The panelists share insights on work-life balan...

In this conversation, Brian Adams engages with Stacey Feiner and Rich Wolkowitz to explore the dynamics of family offices, focusing on the balance between individual aspirations and collective family goals. They discuss the importance of collaboration, the challenges of command and control leadership, and the need for a framework that fosters individual growth within the family system. The convers...

In this conversation, Christina Wing discusses the complexities of communication within family offices, emphasizing the importance of addressing difficult conversations. Drawing from her personal experiences and professional insights, she highlights common challenges families face, generational differences in communication styles, and best practices for initiating tough discussions. Christina also...

This conversation explores the multifaceted role of the Chief Operating Officer (COO) within family offices, highlighting the unique challenges and responsibilities that come with the position. The discussion features insights from experienced professionals in the field, who share their journeys to the COO role, the importance of understanding family dynamics, and the need for effective communicat...

In this conversation, Ethan Bonar discusses the critical role of data management in family offices, emphasizing the importance of data ownership and the need for effective communication and collaboration among family members and advisors. He highlights the challenges of navigating various data systems and the necessity of having a centralized data management approach. The discussion also covers be...

This conversation explores the evolving role of the Chief of Staff within family offices, highlighting its increasing importance in strategic planning, governance, and operational efficiency. Panelists discuss the characteristics and skills necessary for success in this role, the scope of services offered, and the challenges of balancing long-term vision with daily operations. This conversation de...

In this conversation, Matt Gaines discusses the critical role of a personal CFO for family offices, emphasizing the importance of having a dedicated financial leader to manage both personal and business finances. He outlines the signs that indicate when it's time to hire a personal CFO, the differences between outsourced and in-house CFOs, and the essential responsibilities of a personal CFO....

This conversation explores the evolution and benefits of the Outsourced Chief Investment Officer (OCIO) model in family offices. Craig and Kim discuss the shift from traditional family office structures to the OCIO model, emphasizing the advantages of outsourcing investment management, fee structures, and technology integration. They highlight best practices for governance, communication, and perf...

In this conversation, Pat Soldano discusses the vital role of family businesses in the U.S. economy, the challenges they face regarding tax policies, and the advocacy efforts of Family Enterprise USA and Policy Taxation Group. The discussion highlights the importance of legislative awareness and the need for a supportive environment for family-owned businesses to thrive. To learn more about Mack I...

Today's panel conversation delves into the current landscape of family offices, focusing on generational shifts in decision-making, the empowerment of the next generation, and the increasing role of women in wealth management. The panel discusses the importance of mentorship, effective family governance, and the value of storytelling in engaging younger family members. They also explore the dynami...

In this conversation, Brian Adams and Laurie Israel delve into the complexities of prenuptial agreements, particularly in the context of wealth disparities and family dynamics. Laurie shares insights on how to navigate these challenges, emphasizing the importance of equality in relationships, the role of marital property, and the benefits of mediation over litigation. They discuss the unique consi...

In this conversation, Brian C. Adams and Ben Phillips explore the evolving landscape of family offices, focusing on investment strategies, networking dynamics, and the importance of governance. They discuss current trends in family office investments, the shift towards more liquid assets, and the role of specialization in managing wealth. The conversation highlights the growing significance of fam...

In this conversation, Grant Bowen, CEO of Peak Projects, discusses the intricacies of project management for family offices, emphasizing the importance of early engagement, clear goal setting, and effective communication. He highlights common pitfalls in project management, such as budget drift and the need for risk mitigation strategies. Grant also shares insights on selecting the right vendors,...