The Mack Podcast Finding the Right Advisory Partner for Your Family
Jan 15, 2026
Chad Burdett and Jason Pinkham, partners at Sonder Partners, specialize in helping families find the right advisory partner. They discuss the complexities of evaluating multifamily offices and provide valuable insights into the advisor selection process. Key topics include the importance of educating families about cost, aligning incentives, and the hidden expenses of single-family offices. They also address common anxieties founders face after liquidity events and emphasize the need for a proactive approach to engage advisors early.
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Multifamily Office Equals Shared Single-Family Services
- A multifamily office delivers the same services as a single family office but shares resources across similar families. This pooling preserves single-family-office capabilities while spreading cost and expertise.
Founder Anxiety Sparked The Business
- Chad describes founders who, after building billion-dollar businesses, face acute anxiety about what to do with sudden wealth. That client need inspired him to create Sonder Partners to solve an absent market solution.
Educate First, Then Match Firms
- Start with deep education to demystify the wealth-management landscape before interviewing firms. Map your needs, preferences, and means, then narrow firms that match those criteria.