The Mack Podcast Family Office Roundtable: Technology, Talent, and Trends
Feb 13, 2025
In this engaging discussion, Ben Goldman, a family office expert in PR, crises, and media, joins Natalie McVeigh, a family coach and mediator, Shaun Parkin, an investment governance consultant, and John Lueken, a multi-family office executive. They dive into the 2025 trends for family offices, dissecting the push for professionalization and the shift towards impact investing. The panel explores generational influences on wealth management and the vital role of technology, stressing the balance between human connection and digital innovation. A must-listen for future-focused families!
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Overlooked Planning
- Families prioritize investments, taxes, and accounting over governance, succession, and education.
- Third-party professionals can help families address these often-overlooked crucial areas.
Succession Planning
- Address succession planning early, even if uncomfortable, as it's crucial for long-term family harmony.
- Third-party professionals can facilitate these difficult conversations through structured approaches like "death audits."
Black Box Exercise
- Natalie McVeigh uses a "black box" exercise to help families identify unspoken questions and anxieties.
- This approach encourages open communication and addresses gaps in understanding within the family.