EPISODE · Feb 13, 2025 · 33 MIN
The Elephant in the Room and Next-Gen Sandwich
from The Mack Podcast · host Brian Adams
In this conversation, Brian Adams and Charmaine Tang explore the complexities of family dynamics in wealth management, focusing on the concept of the 'next gen sandwich' and the challenges of succession planning. They discuss the importance of open communication, the role of technology in bridging generational gaps, and strategies for facilitating difficult conversations within families. Charmaine emphasizes the need for a structured approach to discussions, highlighting the significance of third-party advisors in navigating sensitive topics. The conversation also touches on the evolving landscape of family offices and the necessity for families to adapt to changing dynamics as they manage their legacies.To learn more about Mack International, please visit www.mackinternational.com.
What this episode covers
In this conversation, Brian Adams and Charmaine Tang explore the complexities of family dynamics in wealth management, focusing on the concept of the 'next gen sandwich' and the challenges of succession planning. They discuss the importance of open communication, the role of technology in bridging generational gaps, and strategies for facilitating difficult conversations within families. Charmaine emphasizes the need for a structured approach to discussions, highlighting the significance of third-party advisors in navigating sensitive topics. The conversation also touches on the evolving landscape of family offices and the necessity for families to adapt to changing dynamics as they manage their legacies.To learn more about Mack International, please visit www.mackinternational.com.
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The Elephant in the Room and Next-Gen Sandwich
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