The Mack Podcast

Rosaura Gil, an HR leader with over 20 years of experience, shares insights on the intricacies of HR in family offices. She discusses the common misconceptions families hold about their employer status and the importance of proper HR protocols. Rosaura highlights effective onboarding practices, outlines potential legal risks like misclassification, and emphasizes the necessity of clear boundaries between personal and professional relationships. She also addresses the institutionalization of HR, stressing how structured policies can benefit ultra-high-net-worth families.

In this conversation, Craig Stephens discusses the challenges of addressing the 'now what' factor in estate planning, the importance of collaboration with legal counsel, and best practices for multi-generational wealth planning. Craig advocates for designing plans that beneficiaries can actively engage with, fostering open communication and transparency. He also highlights the need for a mindset shift among advisors to embrace a more comprehensive view of client relationships, ultimately redefining success in estate planning beyond mere wealth accumulation.To learn more about Mack International, please visit www.mackinternational.com.

In this roundtable discussion, our guests explore the role of private trust companies (PTCs) in the family office ecosystem. Topics include the problems PTCs solve, how they enhance governance and control, jurisdictional considerations, fiduciary risk management, and the growing demand for tailored trust structures. The conversation also covers best practices in governance, human capital, and future trends shaping the next generation of family governance.This episode was recorded on June 9, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Suzy Riedman shares her experiences and insights on inheriting wealth, navigating family dynamics, and the importance of communication in managing generational wealth. She discusses the emotional complexities of receiving an inheritance, the necessity of setting clear expectations, and the role of third-party mediation in family discussions about money. Suzy emphasizes the importance of proactive conversations about wealth with children and the need for young inheritors to find their own purpose and identity.To learn more about Mack International, please visit www.mackinternational.com.For more information on Suzy's children's books, please visit https://familywealthdynamics.com/books

In this conversation, Aaron Abrahms and Jared Feldman join Brian Adams to discuss outsourcing vs. insourcing family office services. They explore the evolution of family offices, the key components of their services, and the importance of philanthropy and family dynamics. The discussion also highlights the challenges of talent acquisition in the family office space and the various investment strategies families can adopt. The experts emphasize the need for families to regularly reevaluate their service models to adapt to changing circumstances and ensure effective wealth management.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and Sofia Ziegler delve into the complexities of domestic recruiting, particularly in the context of family offices. They discuss the roles and responsibilities within domestic staffing, the challenges of finding qualified candidates, and the impact of compensation trends on the industry. Ziegler emphasizes the importance of communication and structure in family offices, as well as the need for flexibility and adaptability in candidates. The conversation concludes with insights on niche talent acquisition and the value of expert guidance in the field.To learn more about Mack International, please visit www.mackinternational.com.

Todd Kellerman, a partner at V3 Limited, advises family offices on direct investing strategies, while Tim Wray focuses on leveraging entrepreneurial skills within this realm. They discuss motivations behind family investments, the shift towards illiquid assets, and highlight the importance of governance. The duo emphasizes identifying strengths, building robust strategies, and navigating liquidity traps. They provide practical steps for starting direct investment programs, underscoring the need for alignment and operational advantages to avoid costly mistakes.

Today's panel discussion delves into the intricacies of family offices and private trust companies, exploring their definitions, the reasons for their growing popularity, and the importance of jurisdiction selection. The panel discusses the differences between regulated and unregulated trust companies, the role of governance, and the legal frameworks that guide these entities. They also address the challenges of navigating conflicts of interest, liability concerns for directors, and the best practices for engaging family members in the governance process. The discussion emphasizes the need for a strong advisory team and the importance of communication within families to ensure the success of private trust companies.This episode was recorded on June 2, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and Josh Chapman discuss gaming as an investment opportunity, particularly from the perspective of family offices. They explore the current state of the gaming market, the dynamics between the US and China, and the shifting attitudes of family offices towards gaming investments. The discussion also delves into the challenges faced by e-sports, the predictability of cash flows in gaming, and the impact of geopolitical factors on the industry. Emerging trends such as the movement towards web gaming and the role of AI in game development are also highlighted, showcasing the potential for growth and innovation in the gaming sector.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Warren Finkel discusses the changing landscape of cybersecurity threats facing family offices. He emphasizes the importance of understanding these threats, the need for outsourcing cybersecurity functions, and the critical role of human capital in maintaining security awareness. Finkel highlights common vulnerabilities, the mindset of complacency, and the necessity of modern cybersecurity practices. He also addresses the importance of insurance and proactive risk assessments to safeguard family assets against potential cyber threats.To learn more about Mack International, please visit www.mackinternational.com.