The Mack Podcast

Matt McClintock, founder of The Bespoke Group and former estate planning attorney for ultra‑high‑net‑worth families. He discusses how Bitcoin and digital assets forced a rethink of traditional wealth structures. Short takes cover family office governance, multijurisdictional planning, custody and trust design, and balancing legacy, privacy, and purpose across generations.

Allen Injijian, tax attorney and multifamily office partner; Ray DiNunzio, builder of embedded family office operations from a banking and asset management background; Timothy Ladin, long-time single-family office general counsel. They explore why embedded family offices are rising. They tackle structure tradeoffs, talent and tech pitfalls, governance and fiduciary tensions, privacy vs shared resources, and risks of poor design.

Donald, former investment banker and family office COO, shares operational governance insights. John Russo, family office operator and ex-gallery exec, discusses collecting strategy. Ann Priftis, gallery owner and appraiser, covers valuation and stewardship. Samantha Anderson, art lawyer, focuses on legal safeguards. Ron Fiamma, insurance specialist, explains risk and underwriting. They talk market shifts, provenance, insurance, stewardship, conflicts, and new collectible categories.

Matt LaMura, cybersecurity advisor and co-founder of FORT, brings a decade of experience in managed security, digital forensics, and incident response. He challenges alarmist cyber messaging and outlines a calm, strategic framework for family offices. Topics include who to hire, outsourcing vs IT, governance and tabletop exercises, a simple cloud-first tech stack, and advanced threat hunting and ROI framing.

In a captivating discussion, Ryan Austin, Founder and CEO of Errandyte Advisors, sheds light on the transformation of family offices from secrecy to strategic visibility. He highlights the importance of narrative capital in distinguishing family offices in a competitive market. Ryan emphasizes engaging the next generation through media and social platforms, revealing how younger family members can redefine legacy. Additionally, he shares invaluable insights on investment strategies, relationship-building, and leveraging thought leadership for enhanced influence.

Join yachting experts Ed Rhind, Kevin Frisch, and Alastair Callender as they dive into yacht ownership. Ed provides insights on legal structures and tax implications, while Kevin discusses the nuances of mega yacht transactions. Alastair emphasizes the emotional aspect of yacht ownership versus investment. They explore various ownership models, the importance of thorough due diligence, and the significance of choosing the right crew. The conversation also touches on market trends post-COVID and key considerations for prospective yacht buyers.

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.

Peter Moustakarski, CEO of Family Office Exchange and 25+ year strategist in wealth and family enterprise design. He traces the 100–150 year family arc and stages from founder-led firms to multi-generational enterprises. He unpacks complexity frameworks, a 42-factor diagnostic, and the emerging federated family office model for shared infrastructure and expertise.

In this conversation, Brandon Henry discusses the complexities and challenges faced by first-generation entrepreneurs in managing their family offices. He highlights the differences between typical family office structures and more professionalized models, emphasizing the need for coordination among various service providers. The discussion also covers the importance of understanding family dynamics, succession planning, and the role of a general contractor in overseeing financial affairs. Brandon shares insights on the common gaps in family wealth management and the priorities for clients, particularly those in pre-liquidity situations.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and Mark Wendaur delve into vehicle ownership within family offices, discussing the various structures for ownership, the challenges posed by multi-jurisdictional regulations, and the distinctions between personal and business vehicle use. They explore insurance and liability considerations, risk management practices, and the implications for next-generation family members. The discussion also touches on emerging trends in vehicle technology and the importance of proactive planning when acquiring high-value vehicles.To learn more about Mack International, please visit www.mackinternational.com.