The Mack Podcast

This conversation delves into the intricacies of private aviation from a family office perspective, highlighting the differences between corporate and family office aviation, the decision-making process for aircraft ownership, and the importance of tax benefits. The discussion also emphasizes the role of family dynamics, the need for a portfolio approach to aviation, and best practices for managing aviation services. Key takeaways include the significance of building a strong team, ensuring safety, and integrating aviation services within family office structures.This episode was recorded on July 28, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, David Savir, co-founder of Element Point, discusses the motivations behind starting his firm, the evolution of client needs in financial services, and the complexities of family offices. He emphasizes the importance of understanding the unique needs of families, the challenges of illiquid holdings, and the future trends in the multifamily office space. The discussion also covers the significance of transparency, the role of outsourcing, and the impact of private equity on advisory firms.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and John Stewart discuss the pressing challenges faced by family offices, particularly in the realms of talent and technology. They explore the importance of aligning technology adoption with the family's vision and culture, the distinctions between automation and AI, and strategies to overcome resistance to change. The discussion also highlights the generational differences in technology adoption, the need for strategic technology roadmapping, and best practices for conducting technology audits and vendor selection.To learn more about Mack International, please visit www.mackinternational.com.

This panel conversation delves into the complexities of private aviation ownership, particularly focusing on whole aircraft ownership versus fractional and charter options. Experts Amanda Applegate and Joe Barber discuss the evolving landscape of aircraft ownership, the impact of COVID-19, and the importance of building a knowledgeable acquisition team. They explore the trends in new versus pre-owned aircraft, the intricacies of the acquisition process, and the financial considerations involved. The discussion also highlights common pitfalls for first-time buyers and the significance of customization and resale value in aircraft ownership.This episode was recorded on July 28, 2025.To learn more about Mack International, please visit www.mackinternational.com.

This panel discussion examines private aviation, focusing on the various ownership models available to families and family offices. The experts share insights on current market trends, key decision-making factors, and the importance of understanding the full range of aviation services. They address the impact of COVID-19, common misconceptions around fractional ownership, and the operational considerations family offices should keep in mind. The conversation also touches on privacy concerns and the importance of building trust in the aviation sector.This episode was recorded on July 28, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and Lyle Ross discuss the landscape of family offices, focusing on the latest survey conducted by BlackRock. They explore key findings regarding investment strategies, particularly the increasing allocations to private markets and alternatives like private credit and infrastructure. The discussion also highlights the importance of diversification, the role of technology and AI in investment decisions, and the challenges family offices face in private market analytics. Lyle emphasizes the need for families to adapt to changing market conditions and leverage partnerships to enhance their investment capabilities.BlackRock Family Office Survey 2025: https://www.blackrock.com/corporate/newsroom/press-releases/article/corporate-one/press-releases/blackrock-family-office-survey-2025To learn more about Mack International, please visit www.mackinternational.com.

This conversation delves into the complexities of estate management and domestic staffing, particularly in the context of ultra-high-net-worth families. The panel discusses best practices, the role of estate managers, the importance of emotional intelligence in staffing, and the integration of private staffing with family office operations. They also explore recruitment strategies, generational differences in expectations, and the necessity of cross-functional collaboration within family offices. The discussion culminates in practical advice for families considering hiring estate managers, emphasizing the importance of communication and understanding the unique dynamics of each household.This episode was recorded on June 9, 2025.To learn more about Mack International, please visit www.mackinternational.com.

Christi Van Rite, founder of White River Consultants, shares her expertise on transforming family office operations. She emphasizes the COO's evolving role as an air traffic controller for advisers, ensuring smooth communication and project management. Christi discusses the shift from traditional family offices to flexible, outsourced solutions that cater to multi-generational legacies. Listeners gain insights into aligning advisors and managing complex projects, all while fostering a culture of responsibility and creativity within their teams.

In this discussion, Amy Beahm, a wealth planning professional with expertise in family offices, sheds light on the essential role of controllers. She distinguishes between single and multi-family offices, revealing the unique challenges of financial reporting and tech implementation. Amy emphasizes the necessity for transparency and tailored reporting to meet diverse family preferences. The conversation also touches on the evolving responsibilities of controllers, including tax coordination and investment administration, highlighting the growing skills needed in this dynamic field.

Esty Karp, COO of a family office, shares her expertise in operational risk and technology, while Greg Silverman, a consultant, highlights data strategies for family offices. Tom Nicholson, from Asora, discusses the crucial role of tech in streamlining operations. They dive into the unique responsibilities of COOs in family offices versus traditional firms, the significance of data ownership, and best practices for managing technology and risks. Networking and collaboration emerge as vital for success, alongside insights on career paths for aspiring COOs.