The Mack Podcast Family Office Roundtable: The Next Generation of Decision Makers
May 30, 2025
Join Jay Rogers, a family office executive, and Ben Goldman, a PR expert, as they dive into the intricacies of family dynamics and decision-making in wealth management. Fred Gluckman shares insights on governance and mentorship, while Charmaine Tang highlights the rising influence of women in finance. They discuss the need for effective family governance, the pros and cons of AI in operations, and the benefits of storytelling in engaging younger family members. This enlightening conversation is packed with strategies for empowering the next generation and navigating the evolving landscape of family offices.
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Episode notes
Next Gen Empowerment Gap
- Next-gen family members often lack real financial power despite being involved.
- This disconnection leads to disengagement and challenges in succession planning.
Mentorship and Governance For Succession
- Enable next gens via mentorship, retreats, and governance structures.
- Engage siblings and cousins with clear leadership roles to secure wealth continuation.
Rise of Women in Family Offices
- Women are increasingly inheriting and managing substantial family wealth.
- Female CIOs align well with family office investment's long-term, holistic approach.