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Family Office Roundtable: Golden Visas, WealthTech, and Club Deals episode artwork

EPISODE · Apr 25, 2025 · 1H 30M

Family Office Roundtable: Golden Visas, WealthTech, and Club Deals

from The Mack Podcast · host Brian Adams

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.

Episode metadata supplied by the publisher feed · Published Apr 25, 2025

What this episode covers

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.

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Family Office Roundtable: Golden Visas, WealthTech, and Club Deals

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How long is this episode of The Mack Podcast?

This episode is 1 hour and 30 minutes long.

When was this The Mack Podcast episode published?

This episode was published on April 25, 2025.

What is this episode about?

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...

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