The Mack Podcast

This conversation explores the evolving role of the Chief of Staff, particularly within family offices. The panel discusses the increasing complexity of leadership roles, the renaissance of family offices, and the essential skills required for a Chief of Staff. They delve into the day-to-day responsibilities, the importance of defining the role, and the best practices for utilizing technology in f...

In this conversation, Ben Goldman shares his unique journey from aspiring news anchor to founder of Goldman Communications, a consultancy focused on crisis communication and media training for high-net-worth families. He discusses the importance of effective communication within family offices, the nuances of PR and crisis management, and the challenges posed by social media. Ben emphasizes the ne...

In this conversation, Andrew Brown discusses the evolving landscape of sports investment, focusing on the transition from traditional ownership models to the involvement of family offices and private equity. He highlights the increasing valuations of sports franchises, the monetization strategies that drive these valuations, and the challenges of governance and liquidity in the current market. The...

This discussion explores global citizenship and investment strategies, focusing on Golden Visa programs, geopolitical impacts, and strategic tax planning. The panel highlights AI's role in estate planning, the importance of relationships in M&A, and collaborative approaches to wealth management. Key insights include understanding risk tolerance, setting clear investment policies, and learn...

In this conversation, Brian Adams and Shawn Barberis discuss the intersection of family dynamics and technology. Shawn shares his journey from practicing law to founding More Than Money 360, a platform designed to help families navigate the complexities of wealth through qualitative processes. The discussion covers the importance of communication, governance, and the five pillars of multigeneratio...

In this conversation, Ryan Eisenman, co-founder and CEO of Arch, discusses the challenges faced by family offices in managing alternative investments. He emphasizes the importance of operational efficiency, client engagement, and the evolving landscape of family office technology. The discussion also covers best practices for onboarding tech solutions, the role of technology in staffing, and the c...

Today's episode features an insightful all-female panel exploring the evolving role of women in family offices, investment strategies, and leadership. The panelists share their perspectives on celebrating women’s accomplishments, the obstacles they encounter in leadership roles, and the need for greater transparency and education for the next generation. They dive into the power of networking...

In this conversation, David Burleigh discusses the origins and complexities of trust law, emphasizing the importance of understanding ownership and the roles of various players involved in trusts. He highlights the integrity problem that families face regarding their wealth and the need for beneficiaries to feel empowered and informed. The discussion also touches on the significance of unique abil...

In this conversation, Brian Adams and Alex Kirby discuss the complexities of family dynamics and governance in the context of wealth management. They explore the importance of proactive engagement in family relationships, the challenges faced by family offices, and the role of technology in enhancing family governance. Alex emphasizes the need for a shared vision and values among family members to...

In today's panel discussion, we dive into the evolving dynamics of family offices, focusing on the relevance of the endowment model, market trends in private investments, and shifting private equity fee structures. The panel discusses challenges in defining family offices, the role of niche expertise, and benchmarking returns. They also examine M&A activity driven by the great wealth trans...

In this conversation, Kerri Scott discusses the concept of a 'death audit'—a proactive approach to estate planning that involves simulating a wealth owner's death to review and optimize the estate plan while the owner is still alive. The discussion covers the importance of documenting institutional knowledge, the need for a comprehensive review of asset ownership and control, and the a...

In this conversation, Judy Lin Walsh discusses the essential characteristics of successful family offices and their leaders, emphasizing the importance of curiosity, purpose, collaboration, and candor. She highlights the need for family offices to define their unique value proposition and the significance of regular evaluations to ensure alignment with family goals. The discussion also touches on...

In today's panel discussion, Brian Adams, Shaun Parkin, and John Lueken dive into the current investment landscape, focusing on public equities, private equity dynamics, and the rise of private credit. They explore the implications of market valuations, the importance of relationships in private equity, and the complexities of credit investments. The discussion emphasizes the need for thorough due...

In this conversation, Alison Marckstadt shares her journey into family wealth management, highlighting the importance of understanding the dynamics of wealth, family engagement, and the need for education in managing family assets. She discusses the evolving structures of family offices and the role of third-party advisors in bridging gaps in knowledge and communication. The conversation emphasize...

In today's conversation, Ken Polk discusses the motivations behind his book and the importance of spiritual capital in family dynamics. He emphasizes the need for collective purpose within families and introduces the concept of Followship , which focuses on helping family members fulfill their dreams. Ken outlines the three laws of family legacy—legacy, longevity, and lineage—and provides prac...

In this episode, panelists discuss the implications of the Corporate Transparency Act on family offices, the evolving landscape of insurance and risk management, and the current state of private equity investments. The conversation delves into the complexities of the current fundraising environment, highlighting the challenges faced by fund managers and family offices. It discusses the emergence o...

In this conversation, Dr. Brian Dooreck discusses the concept of Executive Health Navigation, a tailored healthcare advocacy service designed for ultra-high-net-worth individuals and families. He emphasizes the complexities and inefficiencies of the current healthcare system. Dr. Dooreck shares insights on crisis management, preventive care, and the importance of having an advocate in navigating h...

In this episode, we sit down with Catherine Fankhauser to explore the rapidly evolving role of technology in family offices. We delve into the critical need for understanding internal priorities, navigating the complexities of integrating diverse tech solutions, and avoiding common implementation missteps. Catherine underscores the importance of strong executive sponsorship, the growing role of da...

In our first ever panel discussion, we sit down with Ben Goldman, Natalie McVeigh, Shaun Parkin, and John Lueken to discuss 2025 family office trends. We dive into PWC's Global Family Office Deals Study, which highlights: Why family offices are becoming increasingly professionalized, the shift in family offices’ investment focus, the role of impact investing, and the “NextGen effect”. To learn mor...

In this conversation, Brian Adams and Charmaine Tang explore the complexities of family dynamics in wealth management, focusing on the concept of the 'next gen sandwich' and the challenges of succession planning. They discuss the importance of open communication, the role of technology in bridging generational gaps, and strategies for facilitating difficult conversations within families. Charmaine...

In this episode, Dr. Paul Hokemeyer shares his journey from corporate bankruptcy lawyer to family wealth therapist, offering insights into the intersection of mental health and wealth. He examines the challenges faced by ultra-high-net-worth families, including issues of identity, isolation, and the impact of personality disorders like narcissism. Dr. Paul emphasizes the importance of cultural com...

In this conversation, Brian Adams hosts Celine Fitzgerald and Kristen Heaney, who share their personal journeys in the family office space. They discuss the evolution of family offices, the challenges of defining success, and the importance of peer learning and community support for the rising generation. The conversation highlights the need for tailored approaches to different generational needs...

In this conversation, Brian Adams and John Zimmerman delve into the complexities of shifting from a family business to a family financial enterprise. They discuss the importance of planning for liquidity events, the emotional aspects of selling a business, and the need for governance and distribution policies. John shares insights from successful family transitions and emphasizes the significance...

In this conversation, we sit down with Josh Gentine to explore the intricate dynamics of family businesses and the importance of communication, governance, and alignment in ensuring family harmony and successful transitions across generations. Josh shares his insights from his experience as a family business and family officer advisor, emphasizing the need for families to invest in understanding o...

In this conversation, Joe Bell examines how family office investments have evolved in the aftermath of COVID. He talks about the shift in investment strategies, including the growing interest in sectors like AI and sports teams, and the emotional factors that come into play with these types of investments. He also emphasizes the importance of estate planning and tax strategies as families manage t...