What Is An Outsourced CIO? episode artwork

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.

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.

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What Is An Outsourced CIO?

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This episode was published on June 10, 2025.

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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...

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