The Mack Podcast

In this episode, R. Adam Smith shares his insights on the evolution of family offices and family enterprises, focusing on how collaboration, strong governance, and a shared sense of passion are key to their long-term success. He discusses the challenges of navigating complex investment strategies and the need for families to evolve with a shifting financial landscape while safeguarding their legac...

Brian C. Adams and David Wells delve into the shifting dynamics of family offices, highlighting the critical role of intentionality, cultural alignment, and thought leadership in wealth management. Drawing from his extensive experience in the family office sector, David shares valuable insights, emphasizing the importance of relational engagement and clarity around family goals and values. Their c...

Join us as we delve into the distinct challenges confronting the next generation of ultra-high-net-worth families. Jake Knight, co-founder of Enclave, highlights the necessity of cultivating safe and inclusive spaces where these individuals can connect, share their journeys, and address the intricate dynamics of family and wealth. This discussion explores the pivotal role of empathetic advisors, t...

This conversation explores the evolution of philanthropy, emphasizing the growing importance of impact in charitable giving. Kim Ledger and Sarah Rhodes discuss various charitable vehicles, including family foundations and donor advised funds, and how families can navigate these options effectively. They highlight generational shifts in philanthropy, governance structures, and best practices for e...

Join us for a conversation with Jake Williams and Robin Miller, co-founders of Fortified Risk Group. We discuss the current state of personal security for high-net-worth-individuals, the challenges within the personal security industry, and the importance of taking both physical and digital security measures in today's world. Learn more about Mack International at www.mackinternational.com.

In this conversation, Covie Edwards-Pitt discusses her journey as an author and thought leader in wealth management, focusing on the importance of positive framing in addressing the challenges faced by wealthy families. She emphasizes the need for intentional parenting, the balance between support and independence for children, and the significance of agency in wealth inheritance. Covie also explo...

Scott Saslow discusses the concept of building a sustainable family office and the importance of having a clear purpose and mindset. He emphasizes the need for family offices to be robust and durable, built to last even if principals leave. He shares his own experience of starting a family office and the intentionality behind it. The conversation delves into the role of sustainable investing and t...

The conversation delves into embedded family offices—often overlooked structures within family businesses—highlighting their blurred boundaries between family and business, along with the risks and challenges they pose. Experts stress the importance of proper documentation, controls, and systems to manage these risks, while also discussing the transition from embedded to standalone family offices....

Beth Rahn, founder of New Era Advisors, discusses the concept of non-concessionary investing and the importance of backing diverse and sustainable investment managers. She highlights the outperformance of teams with greater gender and racial diversity and emphasizes the opportunity for investors to generate alpha by allocating capital towards diversity initiatives. Beth also shares insights on the...

In this conversation, Brian Adams and Liz Handlin discuss the importance of a well-crafted resume and how to make it stand out to recruiters. They highlight common resume challenges and emphasize the need for resumes to be tailored to the specific audience. They also discuss the importance of addressing the problems a candidate can solve and the need for cultural fit in family office positions. Li...

In this episode, Brian Adams is joined by Arden O'Connor, Founder of Intent Clinical. Arden shares her personal story of dealing with family addiction and how it led her to start her company. We discuss the unique challenges of working with ultra high net worth individuals and family offices, including the prevalence of substance use and mental health issues in these populations. We also highlight...

Today, Brian is joined by John Castrucci and Ben Berger from RSM's family office practice. RSM is the leading U.S. provider of assurance, tax and consulting services focused on the middle market. In this episode, they discuss how RSM defines and works with family offices, focusing on the needs of families throughout their wealth journey. They emphasize the importance of a holistic approach that go...

In this episode, Brian C. Adams is joined by Angelo Robles , Founder of Family Office Association (FOA). In this conversation, Angelo draws from his extensive experience with dynastic families, highlighting the crucial roles of culture, governance, and engagement across generations. He provides actionable advice for revitalizing struggling family offices, stressing the importance of fostering a st...

In this conversation Brian is joined by Cindy Steeb. Cindy has worked in the family office/family trust company space for more than 25 years. She worked for four single family offices with increasing responsibility before launching her own consulting firm in 2017. She also wrote the very first draft of what is now the Ohio Family Trust Company Act. To share her perspective on private family trust...

In this conversation, Brian C. Adams interviews Mohamed, the founder of Nines, a software company that helps families manage their homes and staff. Mohamed shares his background as a personal trainer for ultra-high-net-worth individuals and how that experience led him to create Nines. They discuss the complexity of managing multiple properties and the need for a centralized solution. Mohamed expla...