The Mack Podcast

In this conversation, Christina Wing discusses the complexities of communication within family offices, emphasizing the importance of addressing difficult conversations. Drawing from her personal experiences and professional insights, she highlights common challenges families face, generational differences in communication styles, and best practices for initiating tough discussions. Christina also shares real-life anecdotes that illustrate the impact of effective communication and the necessity of establishing policies before personal issues arise. The conversation concludes with a focus on current challenges in family offices, including wealth transition and maintaining family cohesion across generations.To learn more about Mack International, please visit www.mackinternational.com.

This conversation explores the multifaceted role of the Chief Operating Officer (COO) within family offices, highlighting the unique challenges and responsibilities that come with the position. The discussion features insights from experienced professionals in the field, who share their journeys to the COO role, the importance of understanding family dynamics, and the need for effective communication and risk management. The conversation also addresses the balance between operational efficiency and family needs, the integration of technology, and the significance of talent development in ensuring the long-term success of family offices.This episode was recorded on May 5, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Ethan Bonar discusses the critical role of data management in family offices, emphasizing the importance of data ownership and the need for effective communication and collaboration among family members and advisors. He highlights the challenges of navigating various data systems and the necessity of having a centralized data management approach. The discussion also covers best practices for technology implementation, the significance of cybersecurity, and the evolving role of AI in enhancing data management processes.To learn more about Mack International, please visit www.mackinternational.com.

This conversation explores the evolving role of the Chief of Staff within family offices, highlighting its increasing importance in strategic planning, governance, and operational efficiency. Panelists discuss the characteristics and skills necessary for success in this role, the scope of services offered, and the challenges of balancing long-term vision with daily operations. This conversation delves into the complexities of managing family offices, focusing on governance structures, the balance between daily execution and long-term goals, and the importance of emotional intelligence in navigating family dynamics. The speakers discuss effective communication strategies, crisis management, and the role of technology in enhancing efficiency. They also touch on the significance of maintaining personal well-being in high-demand roles, emphasizing the need for adaptability and support in achieving success.This episode was recorded on April 14, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Matt Gaines discusses the critical role of a personal CFO for family offices, emphasizing the importance of having a dedicated financial leader to manage both personal and business finances. He outlines the signs that indicate when it's time to hire a personal CFO, the differences between outsourced and in-house CFOs, and the essential responsibilities of a personal CFO. Additionally, he addresses the complexities of pricing and compensation structures in the family office space, highlighting the need for trust and expertise in this unique financial landscape.To learn more about Mack International, please visit www.mackinternational.com.

This conversation explores the evolution and benefits of the Outsourced Chief Investment Officer (OCIO) model in family offices. Craig and Kim discuss the shift from traditional family office structures to the OCIO model, emphasizing the advantages of outsourcing investment management, fee structures, and technology integration. They highlight best practices for governance, communication, and performance evaluation, as well as the importance of managing multi-generational dynamics and operational risks.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Pat Soldano discusses the vital role of family businesses in the U.S. economy, the challenges they face regarding tax policies, and the advocacy efforts of Family Enterprise USA and Policy Taxation Group. The discussion highlights the importance of legislative awareness and the need for a supportive environment for family-owned businesses to thrive.To learn more about Mack International, please visit www.mackinternational.com.

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.

In this conversation, Brian Adams and Laurie Israel delve into the complexities of prenuptial agreements, particularly in the context of wealth disparities and family dynamics. Laurie shares insights on how to navigate these challenges, emphasizing the importance of equality in relationships, the role of marital property, and the benefits of mediation over litigation. They discuss the unique considerations for second marriages and older couples, and Laurie introduces her updated book, 'The Marriage Friendly Prenup,' which aims to provide a more accessible understanding of prenups.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian C. Adams and Ben Phillips explore the evolving landscape of family offices, focusing on investment strategies, networking dynamics, and the importance of governance. They discuss current trends in family office investments, the shift towards more liquid assets, and the role of specialization in managing wealth. The conversation highlights the growing significance of family offices in the global economy and emphasizes the need for clear mission and values in their operations.To learn more about Mack International, please visit www.mackinternational.com.