The Mack Podcast The COO Playbook for Today’s Family Offices
Oct 30, 2025
Esty Karp, COO of a family office, shares her expertise in operational risk and technology, while Greg Silverman, a consultant, highlights data strategies for family offices. Tom Nicholson, from Asora, discusses the crucial role of tech in streamlining operations. They dive into the unique responsibilities of COOs in family offices versus traditional firms, the significance of data ownership, and best practices for managing technology and risks. Networking and collaboration emerge as vital for success, alongside insights on career paths for aspiring COOs.
AI Snips
Chapters
Transcript
Episode notes
From Advisor To Embedded Operator
- Robin moved from outside service roles into embedded COO-like responsibility by assessing operations and reorganizing teams.
Niche Carved By Doing The Hard Work
- Greg found a niche in technology and operations by volunteering for hard implementation work at a large family office.
COO As Multi-Functional Leader
- Family office COOs wear many hats and often cover CFO, GC, HR, compliance and IT duties simultaneously.