EPISODE · Jun 10, 2025 · 33 MIN
What Is An Outsourced CIO?
from The Mack Podcast · host Brian Adams
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.
What this episode covers
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.
NOW PLAYING
What Is An Outsourced CIO?
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m