The Mack Podcast

In this conversation, Andrew Brown discusses the evolving landscape of sports investment, focusing on the transition from traditional ownership models to the involvement of family offices and private equity. He highlights the increasing valuations of sports franchises, the monetization strategies that drive these valuations, and the challenges of governance and liquidity in the current market. The discussion also touches on the role of athletes in ownership, the impact of sports betting, and the future of fan engagement, particularly among younger audiences. Andrew emphasizes the importance of real estate development around sports venues as a key growth area and explores international opportunities in sports investment.To learn more about Mack International, please visit www.mackinternational.com.

This discussion explores global citizenship and investment strategies, focusing on Golden Visa programs, geopolitical impacts, and strategic tax planning. The panel highlights AI's role in estate planning, the importance of relationships in M&A, and collaborative approaches to wealth management. Key insights include understanding risk tolerance, setting clear investment policies, and learning from past investment decisions.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and Shawn Barberis discuss the intersection of family dynamics and technology. Shawn shares his journey from practicing law to founding More Than Money 360, a platform designed to help families navigate the complexities of wealth through qualitative processes. The discussion covers the importance of communication, governance, and the five pillars of multigenerational success, emphasizing the need for gratitude and active participation in family philanthropy. The conversation also highlights the role of technology in enhancing family engagement and connectivity, particularly for the rising generation.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Ryan Eisenman, co-founder and CEO of Arch, discusses the challenges faced by family offices in managing alternative investments. He emphasizes the importance of operational efficiency, client engagement, and the evolving landscape of family office technology. The discussion also covers best practices for onboarding tech solutions, the role of technology in staffing, and the current state of venture capital in the family office sector.To learn more about Mack International, please visit www.mackinternational.com.

Today's episode features an insightful all-female panel exploring the evolving role of women in family offices, investment strategies, and leadership. The panelists share their perspectives on celebrating women’s accomplishments, the obstacles they encounter in leadership roles, and the need for greater transparency and education for the next generation. They dive into the power of networking and support among women in the industry, the influence of diversity, equity, and inclusion (DEI) policies on investment decisions, and the unique challenges and opportunities faced by female founders today. The conversation covers the complexities of family offices, touching on key topics such as succession planning, philanthropy, technology integration, and regulatory hurdles. With a focus on navigating the dynamic family office landscape, the panelists highlight the significance of community, strategic giving, and the role of effective technology solutions. They also examine the generational shifts in values and the ongoing impact of regulatory changes on family office operations.This episode was recorded on March 17, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, David Burleigh discusses the origins and complexities of trust law, emphasizing the importance of understanding ownership and the roles of various players involved in trusts. He highlights the integrity problem that families face regarding their wealth and the need for beneficiaries to feel empowered and informed. The discussion also touches on the significance of unique abilities within family dynamics and the necessity of entrepreneurial stewardship to ensure the longevity and success of family wealth across generations.David's book: https://www.amazon.com/Take-Ownership-What-You-Own-ebook/dp/B0D8RM4B2PTo learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and Alex Kirby discuss the complexities of family dynamics and governance in the context of wealth management. They explore the importance of proactive engagement in family relationships, the challenges faced by family offices, and the role of technology in enhancing family governance. Alex emphasizes the need for a shared vision and values among family members to foster better communication and decision-making.To learn more about Mack International, please visit www.mackinternational.com.

This discussion features John Lucan, a multifamily office executive, Fred Gluckman, a family office advisor, Andrew Cohen, a family office journalist, and Jay Rogers, a seasoned family office executive. They delve into the relevance of the endowment model for family offices and the nuances of private equity. Topics include the impacts of wealth transfer on M&A activity, the need for transparency in investments, and the shift towards co-investment strategies, emphasizing the importance of specialized expertise and strong partnerships for success in evolving financial landscapes.

Kerri Scott, an executive at a Dallas family office specializing in wealth growth and estate tax planning, dives into the innovative idea of a 'death audit.' She discusses how simulating a wealth owner's death can reveal gaps in estate planning and emphasize the importance of documenting institutional knowledge. Kerri highlights the significance of open family discussions about assets to avoid disputes and the need for thorough asset reviews to ensure compliance and smooth transitions. Her insights reveal the complexities of effective estate management.

In this conversation, Judy Lin Walsh, a Partner at Banyan Global specializing in family business dynamics, explores the key traits of effective family office leaders. She emphasizes curiosity, purpose, collaboration, and candor as vital for navigating family office challenges. Judy discusses the importance of defining a unique value proposition and conducting regular performance evaluations. The dialogue also highlights the necessity of fostering open communication and addressing family dynamics to enhance alignment and drive improvement.