The Mack Podcast

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.

In this conversation, Grant Bowen, CEO of Peak Projects, discusses the intricacies of project management for family offices, emphasizing the importance of early engagement, clear goal setting, and effective communication. He highlights common pitfalls in project management, such as budget drift and the need for risk mitigation strategies. Grant also shares insights on selecting the right vendors, leveraging technology for transparency, and managing family dynamics in decision-making. The conversation concludes with a focus on future-proofing projects against disasters, particularly in light of recent events.To learn more about Mack International, please visit www.mackinternational.com.

This conversation explores the evolving role of the Chief of Staff, particularly within family offices. The panel discusses the increasing complexity of leadership roles, the renaissance of family offices, and the essential skills required for a Chief of Staff. They delve into the day-to-day responsibilities, the importance of defining the role, and the best practices for utilizing technology in family office operations. The discussion highlights the need for agility, soft skills, and strategic partnership in navigating the challenges faced by leaders today. This conversation delves into the evolving role of the Chief of Staff within family offices, emphasizing the importance of effective internal communication, leveraging the role for organizational success, and best practices for onboarding and supporting Chiefs of Staff. The discussion also explores career pathways, the future of the role, and the significance of emotional intelligence in navigating complex family dynamics.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Ben Goldman shares his unique journey from aspiring news anchor to founder of Goldman Communications, a consultancy focused on crisis communication and media training for high-net-worth families. He discusses the importance of effective communication within family offices, the nuances of PR and crisis management, and the challenges posed by social media. Ben emphasizes the need for families to have a proactive approach to communication and the value of understanding family dynamics. He also reflects on his experiences in the news industry and the evolving landscape of media consumption.To learn more about Mack International, please visit www.mackinternational.com.