The Mack Podcast

In this conversation, Ben Stoddard discusses the evolving landscape of family offices and investment strategies, emphasizing the intersection of technology and investment management. He highlights the importance of creativity, risk management, and the need for a shared vocabulary within family offices. The discussion also covers the challenges of generational wealth, the role of AI in enhancing investment decisions, and best practices for navigating digital transformation. Stoddard shares insights from his extensive experience in the field, providing valuable takeaways for professionals in the industry.To learn more about Mack International, please visit www.mackinternational.com.

In this episode, Brian Adams hosts a follow-up discussion with three experts in the field of Chief of Staff roles within family offices. The conversation explores various pathways to becoming a Chief of Staff, the essential skills and experiences required for success, and the growing demand for these roles in today's complex business environment. The panelists share insights on work-life balance, managing expectations, and the importance of professional development and networking. They also discuss career trajectories for Chiefs of Staff and the future of this evolving role.This episode was recorded on May 5, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams engages with Stacey Feiner and Rich Wolkowitz to explore the dynamics of family offices, focusing on the balance between individual aspirations and collective family goals. They discuss the importance of collaboration, the challenges of command and control leadership, and the need for a framework that fosters individual growth within the family system. The conversation highlights the significance of emotional health, communication, and the role of advisors in navigating these complex family dynamics.To learn more about Mack International, please visit www.mackinternational.com.

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.