The Mack Podcast

In today's panel discussion, Brian Adams, Shaun Parkin, and John Lueken dive into the current investment landscape, focusing on public equities, private equity dynamics, and the rise of private credit. They explore the implications of market valuations, the importance of relationships in private equity, and the complexities of credit investments. The discussion emphasizes the need for thorough due diligence and understanding of risk management in today's evolving financial environment. They also dive into the complexities of capital structures in a changing market, the evolving landscape of venture capital, and the nuances of ESG and impact investing. They discuss the implications of rising interest rates on asset valuations, the challenges faced by family offices in venture capital, and the importance of governance and investment strategies in preserving wealth.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Alison Marckstadt shares her journey into family wealth management, highlighting the importance of understanding the dynamics of wealth, family engagement, and the need for education in managing family assets. She discusses the evolving structures of family offices and the role of third-party advisors in bridging gaps in knowledge and communication. The conversation emphasizes the significance of preparing the next generation for wealth management and the changing landscape of wealth transfer.To learn more about Mack International, please visit www.mackinternational.com.

In today's conversation, Ken Polk discusses the motivations behind his book and the importance of spiritual capital in family dynamics. He emphasizes the need for collective purpose within families and introduces the concept of Followship, which focuses on helping family members fulfill their dreams. Ken outlines the three laws of family legacy—legacy, longevity, and lineage—and provides practical applications for families to navigate their wealth and values. He highlights the significance of intentionality in family business succession and the role of family meetings in fostering communication and planning for the future.To learn more about Mack International, please visit www.mackinternational.com.

In this episode, panelists discuss the implications of the Corporate Transparency Act on family offices, the evolving landscape of insurance and risk management, and the current state of private equity investments. The conversation delves into the complexities of the current fundraising environment, highlighting the challenges faced by fund managers and family offices. It discusses the emergence of new investment vehicles like evergreen funds, the liquidity crisis in private equity, and the importance of due diligence. The speakers also explore the evolving strategies of family offices, the growing interest in secondary markets, and the shifting landscape of London as a financial hub.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Dr. Brian Dooreck discusses the concept of Executive Health Navigation, a tailored healthcare advocacy service designed for ultra-high-net-worth individuals and families. He emphasizes the complexities and inefficiencies of the current healthcare system. Dr. Dooreck shares insights on crisis management, preventive care, and the importance of having an advocate in navigating healthcare. He also addresses the limitations of concierge medicine and outlines the business model of his service, focusing on trust and personalized care rather than scalability.To learn more about Mack International, please visit www.mackinternational.com.

In this discussion, Catherine Fankhauser, EY's practice leader for family office advisory services, shares her insights on the critical role of technology in family offices. She emphasizes the need for understanding internal priorities and the importance of effective reporting. Catherine also highlights the transformative potential of AI and data analytics. Additionally, she discusses the significance of selecting the right technology vendors and overcoming integration challenges, advocating for strategic hiring to optimize operations in a rapidly changing landscape.

In this engaging discussion, Ben Goldman, a family office expert in PR, crises, and media, joins Natalie McVeigh, a family coach and mediator, Shaun Parkin, an investment governance consultant, and John Lueken, a multi-family office executive. They dive into the 2025 trends for family offices, dissecting the push for professionalization and the shift towards impact investing. The panel explores generational influences on wealth management and the vital role of technology, stressing the balance between human connection and digital innovation. A must-listen for future-focused families!

Charmaine Tang, CEO of Orca Americas and a seasoned investment banker, shares her insights on managing family dynamics in wealth management. She delves into the 'next gen sandwich', explaining the complexities of multi-generational family businesses. The discussion emphasizes the importance of structured communication and the role of technology in easing family dialogues. Charmaine also highlights how third-party advisors can help facilitate tough conversations and the need for families to adapt to the evolving landscape of wealth management.

In this episode, Dr. Paul Hokemeyer shares his journey from corporate bankruptcy lawyer to family wealth therapist, offering insights into the intersection of mental health and wealth. He examines the challenges faced by ultra-high-net-worth families, including issues of identity, isolation, and the impact of personality disorders like narcissism.Dr. Paul emphasizes the importance of cultural competency in mental health care for affluent individuals and explores the shift toward a holistic approach to wealth management that integrates emotional well-being. He also addresses neurodiversity within wealthy families, advocating for greater understanding and support.

In this conversation, Brian Adams hosts Celine Fitzgerald and Kristen Heaney, who share their personal journeys in the family office space. They discuss the evolution of family offices, the challenges of defining success, and the importance of peer learning and community support for the rising generation. The conversation highlights the need for tailored approaches to different generational needs and the significance of legacy and family dynamics.For more information on the RisingGen Peer Group, please complete the interest form here: https://9gk4m7li.paperform.co/For more information about Mack International please visit www.mackinternatinal.com.