The Mack Podcast

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.

Join Sarah Kaufman, Dawn Marie, and Mindy Kalinowski-Early as they delve into the pivotal role of Chief Learning Officers in family offices. Discover how they balance quantitative skills and emotional intelligence to prepare the next generation for leadership. They share insights on bridging generational divides, creating tailored educational approaches, and the importance of human connection amidst digital distractions. Engage with their innovative strategies for fostering family cohesion and aligning investments with values for sustainable wealth transfer.

In this conversation, Brian Adams and Sasha Lund discuss the evolving dynamics of wealth transfer, particularly focusing on the increasing representation of women in family businesses and offices. They explore the importance of multigenerational collaboration, the cultural differences in family office structures, and the challenges faced by women in leadership roles. The discussion also touches on the service provider industry and the need for emotional intelligence in leadership, as well as the future trends in family businesses amidst technological advancements.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and Kate Bright discuss security, particularly focusing on the convergence of digital and physical security. Kate shares insights from her extensive experience in the family office sector and highlights the importance of proactive risk management strategies. The discussion emphasizes the need for emotional security as a critical component of overall risk resilience and the necessity of building comprehensive risk protocols. Kate also addresses the importance of supplier due diligence in the security industry, advocating for a human-centric approach to risk management.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and Max Bevilacqua delve into the complexities of family systems and their implications for family offices. They explore the importance of understanding family dynamics, mapping relationships, and the role of triangulation in conflict resolution. The discussion emphasizes the need for effective communication, trust, and cultural fit within family offices, as well as the significance of measuring success beyond financial returns. Max shares insights on self-awareness, personal growth, and the challenges of navigating professional relationships in the context of family dynamics.To learn more about Mack International, please visit www.mackinternational.com.

Ray Denuncio, a partner at TOS, shares insights on family office technology from his two-decade experience. Sue McDermott, from Adapar, highlights the importance of tailored vendor evaluations and adapting to new tech. Mark Wersham discusses the balance between in-house staffing and outsourcing, especially regarding cybersecurity. They cover strategic roadmapping, the RFP process, and the significance of fostering stakeholder engagement. The conversation also emphasizes AI's impact and the need for good vendor relationships in enhancing operational efficiency.

This conversation focuses on the challenges of talent acquisition, the importance of culture fit, and the implications of the great wealth transfer. The panel discusses the dynamics of investment management, compensation structures, and the role of technology and cybersecurity in family offices. They emphasize the need for education and effective communication within families to navigate these complexities.This episode was recorded on May 19, 2025.To learn more about Mack International, please visit www.mackinternational.com.