The Mack Podcast

Robotics has become one of the most talked-about investment themes, but where does the real opportunity lie?In this episode, Brian Adams is joined by Jeff Burnstein, President of the Association for Advancing Automation; Collin Groves, Partner at BD Ventures; and Collin Sebastian, CEO of En Verite AI and former CTO of SoftBank Robotics, for a discussion on the current state of robotics investing.They explore the realities of adoption, the impact of AI on robotics, where venture capital and family offices are deploying capital today, and the biggest challenges facing the industry—from systems integration and manufacturing to policy and talent.To learn more about Mack International, please visit www.mackinternational.com

In this episode of The Mack Podcast, Brian Adams sits down with Alex Branton, Managing Partner of Nodem Capital, to explore the growing role of net asset value (NAV) financing in family office portfolio management. As private market holding periods continue to lengthen and liquidity remains constrained, Alex explains how sophisticated family offices are using NAV financing as a strategic tool to access capital without selling high-quality assets at a discount. Together, they discuss how NAV financing compares to secondary sales and other liquidity solutions, common use cases, key underwriting considerations, and the questions families should ask when evaluating a financing partner.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

Traditional asset allocation has long been the standard for portfolio construction, but many family offices are beginning to question whether it's the right framework for today's investment landscape. In this panel discussion, Brian Adams is joined by Musan Duric, Alex Herman, and Vadym Doroshenko to explore the Total Portfolio Approach (TPA)—an investment philosophy that evaluates every opportunity based on its contribution to the overall portfolio rather than fitting investments into predetermined asset class "buckets."The conversation explores why more family offices are adopting this mindset, how TPA differs from traditional strategic asset allocation, the role of liquidity, governance, and risk management, and practical considerations for implementation. To learn more about Mack International, please visit www.mackinternational.com

In this episode of The Mack Podcast, Brian Adams is joined by Emily Margolis, Head of Lifestyle Services within the Family Office Practice at JPMorgan Private Bank, and Karen McGee, President of Valerie Wilson Travel.They explore how travel and lifestyle services are becoming increasingly important tools for family offices seeking to strengthen family bonds, support governance objectives, and create meaningful multi-generational experiences. The conversation examines the evolving definition of luxury travel, the growing demand for authentic and wellness-focused experiences, and how families can approach travel with greater intentionality as part of their long-term legacy planning.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

How do family office investment committees evaluate, select, and monitor investment managers? In this panel discussion, Brian Adams is joined by investment leaders Alexander Schmidt, Yehuda Spindler, and Vadym Doroshenko to explore what happens behind the scenes when family offices assess external managers and make allocation decisions. The conversation examines the manager selection process from the initial meeting through due diligence, portfolio construction, ongoing monitoring, and eventual termination decisions. Panelists share how they identify genuine sources of alpha, evaluate competitive advantages, assess manager fit, and balance concentration with diversification. They also discuss common red flags, the importance of process discipline, and how investment committees navigate both quantitative analysis and human judgment when making investment decisions.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by BanyanGlobal Family Business Advisors.Banyan works with family business owners to navigate complex decisions around succession, ownership, and long-term strategy—helping families clarify their options, align as a group, and move forward with confidence. Learn more at banyan.global.

For many families, healthcare planning is often treated as a reactive exercise—something addressed only when a problem arises. But as families become more mobile, global, and complex, medical preparedness requires a more proactive approach.In this episode, Dr. Christopher Sidford shares lessons from decades in emergency medicine, military operations, and advising ultra-high-net-worth families. The conversation explores common misconceptions about concierge healthcare, the realities of medical risk while traveling, and practical steps families can take to better prepare for emergencies. Dr. Sidford also discusses the growing influence of misinformation, the promise and limitations of AI in healthcare, and the foundational habits that continue to have the greatest impact on long-term health and resilience. To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

What happens after the liquidity event? For many founders, the answer is no longer traditional wealth preservation — it’s building a new platform for investing, operating, and creating long-term impact.In this episode of the Mack Podcast, Brian Adams is joined by Josh Roach, Zach Lane, Doug Johnson, and Josh Rosenthal for a wide-ranging conversation on the emergence of founder-led family offices and capital platforms. They explore how today’s founders are approaching direct investing, governance, talent, generational engagement, and capital formation differently than traditional multi-generational family offices.The discussion covers everything from co-investing networks and niche expertise to AI, venture ecosystems, relationship-driven deal flow, and the evolving role of family offices as operating platforms.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by BanyanGlobal Family Business Advisors.Banyan works with family business owners to navigate complex decisions around succession, ownership, and long-term strategy—helping families clarify their options, align as a group, and move forward with confidence. Learn more at banyan.global.

What happens after the liquidity event? In this episode, Brian Adams sits down with entrepreneur and investor Monte Lee-Wen to discuss the often-overlooked transition from wealth creation to wealth stewardship. Monte shares his perspective as a first-generation wealth creator, reflecting on the mindset shift from operator to allocator, the realities of building a family office, and why governance, community, and trusted peer networks are essential for sustaining multi-generational wealth.The conversation explores the “loneliness tax” many principals experience, the true cost and complexity of running a family office, common mistakes families make after a liquidity event, and why family dynamics can be just as important as investment strategy. To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

Artificial intelligence is rapidly changing the way family offices think about operations, data, reporting, and decision-making — but where does adoption really stand today?In this episode, a panel of family office technology and operations leaders explores the current state of AI adoption, practical use cases, governance considerations, and the opportunities and risks family offices should be thinking about as the technology continues to evolve.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by BanyanGlobal Family Business Advisors.Banyan works with family business owners to navigate complex decisions around succession, ownership, and long-term strategy—helping families clarify their options, align as a group, and move forward with confidence. Learn more at banyan.global.

In this episode of The Mack Podcast, Brian Adams sits down with Frazer Rice, Director of Family Office Services at Next Capital Management, to discuss what happens after trusts and estate plans are established. Their conversation explores how families can prepare beneficiaries to understand wealth, responsibility, and stewardship long before they inherit assets. They examine the importance of financial education, communicating the purpose behind estate planning structures, introducing beneficiaries to fiduciaries and advisors, and helping younger generations develop a sense of responsibility that extends beyond personal wealth.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

Captive insurance companies have become an increasingly valuable tool for family offices seeking greater control over risk, insurance costs, and long-term planning. In this panel episode, Brian Adams is joined by Paul Vogelgesang and Yvette Connor to explore how captive insurance structures work, when they make sense, and the key considerations families should evaluate before moving forward.The conversation covers governance, regulatory oversight, risk transfer, IRS scrutiny, and the role captives can play in broader family office strategies. Paul and Yvette also share practical lessons from their experience helping organizations design and manage captive insurance programs.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by BanyanGlobal Family Business Advisors.Banyan works with family business owners to navigate complex decisions around succession, ownership, and long-term strategy—helping families clarify their options, align as a group, and move forward with confidence. Learn more at banyan.global.

In this episode of The Mack Podcast, Brian C. Adams sits down with luxury travel advisor Amira Bixby to explore how the travel landscape has evolved for high-net-worth individuals and families.Drawing on her background on Wall Street and her experience designing bespoke travel experiences around the world, Amira shares insights on emerging destinations, the realities of luxury travel pricing, and why trusted advisors have become increasingly valuable in an era of complexity and rising demand.The conversation also examines the growing popularity of multi-generational travel, balancing unique experiences with practical considerations, and how thoughtful planning can help families create lasting memories together.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by Ultimate Resumes and BanyanGlobal Family Business Advisors.Founded by Liz Handlin, Ultimate Resumes helps professionals transform their resumes into powerful career marketing tools. Through an in-depth consultation process and strategic storytelling, they help clients clearly articulate the value they bring to potential employers, boards, and leadership teams. Learn more at ultimateresumes.com.Banyan works with family business owners to navigate complex decisions around succession, ownership, and long-term strategy—helping families clarify their options, align as a group, and move forward with confidence. Learn more at banyan.global.

In this Mack Podcast panel discussion, Brian Adams is joined by Eric Wind of Wind Vintage, Rich Vinhais of Wax Collect, private jeweler Asher Hoffman, and Molly Gron of Freeman’s Auction House to explore the role of watches and collectibles within family office portfolios. Together, they unpack the shift from hobbyist collecting to institutional-level acquisition strategies, touching on provenance, authentication, liquidity, estate planning, insurance, generational wealth transfer, and the growing influence of storytelling in alternative assets.The conversation also examines the realities behind gray market pricing, collector psychology, long-term holding strategies, and why relationships, expertise, and patience remain critical advantages in the world of passion assets. To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by Ultimate Resumes and BanyanGlobal Family Business Advisors.Founded by Liz Handlin, Ultimate Resumes helps professionals transform their resumes into powerful career marketing tools. Through an in-depth consultation process and strategic storytelling, they help clients clearly articulate the value they bring to potential employers, boards, and leadership teams. Learn more at ultimateresumes.com.Banyan works with family business owners to navigate complex decisions around succession, ownership, and long-term strategy—helping families clarify their options, align as a group, and move forward with confidence. Learn more at banyan.global.

In this episode of The Mack Podcast, Stephan Roche joins Brian C. Adams for a conversation on what it really takes to build a family office designed to last beyond the founder. They discuss the difference between founder-dependent and founder-designed family offices, why purpose and governance matter early on, and how families can create structures that support long-term continuity rather than short-term convenience.Brian and Stephan also explore the growing complexity of the family office landscape, including talent challenges, next-generation engagement, independent governance, private investing trends, and the increasing role of emotional intelligence in leadership.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by Ultimate Resumes.Founded by Liz Handlin, Ultimate Resumes helps professionals transform their resumes into powerful career marketing tools. Through an in-depth consultation process and strategic storytelling, they help clients clearly articulate the value they bring to potential employers, boards, and leadership teams. Learn more at ultimateresumes.com.

In this panel episode of The Mack Podcast, the conversation explores the growing role of watches and collectibles within the family office and ultra-high-net-worth landscape. Guests Jordan Freeman, Aaron Levine, and Vasu Kulkarni discuss how collecting has evolved from a personal passion into a legitimate alternative asset class shaped by scarcity, craftsmanship, community, and cultural relevance.The discussion covers the rise of independent watchmakers, the psychology behind collecting, authentication and insurance considerations, liquidity and lending against collectibles, and how relationships and access now matter more than capital alone. The group also examines the parallels between watches, art, and other tangible assets, along with why many collectors view rare timepieces as both wearable art and long-term stores of value.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by Ultimate Resumes.Founded by Liz Handlin, Ultimate Resumes helps professionals transform their resumes into powerful career marketing tools. Through an in-depth consultation process and strategic storytelling, they help clients clearly articulate the value they bring to potential employers, boards, and leadership teams. Learn more at ultimateresumes.com.

In this episode of The Mack Podcast, we explore the intersection of high jewelry, emotional legacy, and alternative investing. Brian Adams is joined by Melissa Dusenberry, founder of All The Brilliants, and Paris-based high jewelry designer Édéenne for a conversation on how family offices and collectors are increasingly viewing exceptional jewelry and rare gemstones through both a personal and investment lens.The discussion covers everything from provenance, trust, and responsible sourcing to emerging trends in rare colored stones, antique jewelry, and collectible designer pieces. The guests also share insight into how emotional connection, family history, craftsmanship, and scarcity influence long-term value in the luxury market — and why jewelry remains one of the few asset classes that can be both deeply personal and portable wealth.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by FOTechHub.Learn more about FOTechHub's DemoDay (2nd Edition), taking place on May 19, 2026 from 1:00 - 4:00 PM ET: https://events.ringcentral.com/events/fotechhub-demoday-2nd-edition?utm_source=MK&utm_campaign=MK

As energy demand accelerates and AI-driven infrastructure reshapes the power landscape, nuclear energy is once again moving to the center of the conversation. In this panel episode of The Mack Podcast, Brian Adams is joined by Ross Matzkin-Bridger, Pete Mathias, and Brian Danielewicz to explore the nuclear investment landscape and what it means for family offices and long-term investors.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by FOTechHub.Learn more about FOTechHub's DemoDay (2nd Edition), taking place on May 19, 2026 from 1:00 - 4:00 PM ET: https://events.ringcentral.com/events/fotechhub-demoday-2nd-edition?utm_source=MK&utm_campaign=MK

In this episode of The Mack Podcast, Brian Adams sits down with Karen Costa and Brett Scola to discuss the evolving demands facing family office leaders and the growing importance of leadership development within the space.The conversation explores the legacy of Tony Wood and the vision behind RSM’s partnership with Cornell University to develop a dedicated family office leadership program focused on governance, decision-making, stewardship, and navigating complex family dynamics. Karen and Brett share insights on the professionalization of family offices, preparing for generational transitions, building trust within family enterprises, and why investing in talent and leadership development has become increasingly critical for long-term success.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by FOTechHub.Learn more about FOTechHub's DemoDay (2nd Edition), taking place on May 19, 2026 from 1:00 - 4:00 PM ET: https://events.ringcentral.com/events/fotechhub-demoday-2nd-edition?utm_source=MK&utm_campaign=MK

Multifamily has been one of the most closely watched sectors in real estate over the past several years.In this panel episode of The Mack Podcast, Brian C. Adams brings together experienced investors and operators to unpack how family offices are thinking about multifamily today—from deployment strategy and market selection to partnerships, leverage, and long-term portfolio construction.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by FOTechHub.Learn more about FOTechHub's DemoDay (2nd Edition), taking place on May 19, 2026 from 1:00 - 4:00 PM ET: https://events.ringcentral.com/events/fotechhub-demoday-2nd-edition?utm_source=MK&utm_campaign=MK

In this episode of The Mack Podcast, Brian C. Adams sits down with Kristen Oliveri to explore how the definition of wealth is evolving across generations, and what that means for family offices today.Drawing on nearly two decades of experience covering the industry, Kristen shares an outsider-turned-insider perspective on the realities behind wealth: family dynamics, communication challenges, and the human side that often goes unspoken. She unpacks the shift from traditional wealth preservation toward a more active, purpose-driven approach, where the rising generation is increasingly focused on participation, impact, and visibility.To learn more about Mack International, please visit www.mackinternational.com

In this episode, Brian Adams sits down with John Onderdonk, National Practice Leader of Agricultural Properties at Northern Trust and a fourth-generation rancher, to explore the complexities of land ownership within family offices. Drawing from personal experience and client work, John shares how families can balance financial objectives with the emotional and legacy-driven aspects of owning land.The conversation covers frameworks for navigating generational transitions, aligning differing family priorities around liquidity and stewardship, and structuring ownership to support long-term continuity. To learn more about Mack International, please visit www.mackinternational.com

In this panel episode of The Mack Podcast, we explore how family offices are approaching venture capital today.The conversation covers how to evaluate venture as an asset class, including realistic return expectations, portfolio construction, and the importance of pacing investments across vintages. The group also discusses the tradeoffs between fund investing and direct deals, the rise of emerging managers, and why many family offices underestimate the complexity of the space.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by High Road Hiring.High Road Hiring is a boutique recruitment consultancy serving high-net-worth households, family offices, and founder-led enterprises. They provide executive and personal search, estate staffing, and strategic hiring advisory, delivering rigorously vetted talent aligned with your culture and long-term vision. Learn more at highroadhiring.com

Lower middle market private equity remains a key area of focus for family offices, but navigating it requires discipline and clarity of strategy.In this episode, Brian Adams is joined by Dan Tirpack, Sutton Fannon, and Roger Vincent to discuss how they define the space, source opportunities, and approach investing across funds, co-investments, and direct deals.They share perspectives on independent sponsors, valuation discipline, leverage, and what it takes to be a value-added partner in an increasingly competitive market.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by High Road Hiring.High Road Hiring is a boutique recruitment consultancy serving high-net-worth households, family offices, and founder-led enterprises. They provide executive and personal search, estate staffing, and strategic hiring advisory, delivering rigorously vetted talent aligned with your culture and long-term vision. Learn more at highroadhiring.com

Despite the growth of family offices and increased access to alternative investments, many families still struggle to approach portfolio construction with an institutional mindset. In this episode, Martin Gross shares insights from decades in the alternatives space, highlighting where family offices often fall short—and what separates disciplined investors from the rest.The conversation explores the gap between perceived and actual expertise, particularly when wealth creators transition from operating businesses to managing financial assets. Martin discusses common missteps, including under-allocating to hedge funds during strong markets, pursuing direct deals without sufficient experience, and failing to build structured investment processes.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by High Road Hiring.High Road Hiring is a boutique recruitment consultancy serving high-net-worth households, family offices, and founder-led enterprises. They provide executive and personal search, estate staffing, and strategic hiring advisory, delivering rigorously vetted talent aligned with your culture and long-term vision. Learn more at highroadhiring.com

In this panel episode, we explore how family offices are approaching industrial real estate in today’s market, from long-term portfolio construction to tactical investment decisions. Drawing on perspectives from institutional, advisory, and family ownership backgrounds, the conversation highlights how investment strategy is shaped by time horizon, capital structure, and the role real estate plays within a broader portfolio.The discussion covers where opportunities are emerging across subsectors and geographies, how families are thinking about tenant mix, leasing strategy, and operational complexity, and why factors like basis, functionality, and demand drivers often matter more than headline cap rates. The group also explores the tradeoffs between development and acquisition, single-tenant versus multi-tenant assets, and the importance of aligning debt strategy with long-term objectives.A central theme throughout is discipline—whether in deploying capital, managing generational transitions, or deciding when (or if) to exit assets. For many families, industrial real estate continues to offer a compelling combination of durability, income, and control when approached with a clear strategy and long-term perspective. To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations and High Road Hiring.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with clarity and intention. Learn more at inthreegenerations.comHigh Road Hiring is a boutique recruitment consultancy serving high-net-worth households, family offices, and founder-led enterprises. They provide executive and personal search, estate staffing, and strategic hiring advisory, delivering rigorously vetted talent aligned with your culture and long-term vision. Learn more at highroadhiring.com

In this episode, we explore the often-overlooked systems and people that keep family offices operating smoothly behind the scenes. From talent architecture and governance to communication protocols and cultural alignment, the conversation highlights how this “invisible infrastructure” serves as the connective tissue supporting both day-to-day operations and long-term continuity. Sophia Ziegler shares insights on hiring for integration over function, emphasizing emotional intelligence, discretion, and alignment with family values as critical drivers of success. The discussion also covers the risks of reactive hiring, the importance of clearly defined roles and expectations, and how thoughtful team design can prevent long-term dysfunction.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

Luxury travel within family offices has evolved far beyond booking destinations—it’s about trust, execution, and creating experiences that bring families together.In this panel, industry leaders explore the true value of travel advisors, from anticipating issues before they arise to navigating multi-generational preferences and complex logistics. The conversation also touches on authenticity versus over-curation, the growing influence of next-gen priorities like sustainability, and how technology and AI are shaping the future of the industry.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

As interest in sports investing continues to grow, the conversation is shifting from why it matters to how to approach it effectively.In this panel, Brian Adams is joined by Kyle Auffray, Bobby Henebry, and Justin Papadakis to unpack how investors are navigating an increasingly complex and fragmented sports landscape. Rather than focusing solely on team ownership, the discussion explores where value is actually being created today—across real estate, media rights, fan engagement, and the broader ecosystem surrounding sports.The group shares how they evaluate opportunities across different stages of maturity, from emerging leagues to established franchises, and how factors like structure, governance, and revenue diversification influence long-term outcomes. They also discuss the practical realities of accessing deals, building conviction in a fast-moving space, and balancing enthusiasm for the industry with disciplined portfolio construction.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

Secondaries have rapidly evolved from a niche strategy into a core component of private market investing. As distributions slow and liquidity becomes more constrained, investors are being forced to rethink how and where they allocate capital.In this episode of The Mack Podcast, Brian Adams is joined by Adam Freda, Tim Ladin, and Jerry Graunke to explore what’s driving the growth of the secondaries market and how family offices are approaching it today. The conversation touches on the changing role of secondaries in portfolio construction, the impact of reduced distributions, and the increasing prevalence of continuation funds and GP-led transactions.They also share practical perspectives on diligence, alignment, and navigating a market where liquidity needs, rather than asset quality, are often driving decisions. As the private markets landscape continues to shift, secondaries are becoming an important tool for maintaining flexibility while staying committed to long-term investment strategies.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

In conversations about generational wealth, much of the focus is placed on preparing the rising generation. But what responsibilities do the current stewards of wealth, the leading generation, carry in shaping that transition?In this episode, Brian Adams is joined by Kristen Heaney and Celine Fitzgerald of In Three Generations to explore the role the leading generation plays in preparing families for long-term stewardship. They discuss how transparency, education, and clearly defined roles can help rising generation family members understand the purpose of family wealth and confidently step into leadership over time.The conversation covers practical ways families can begin these discussions today—from clarifying the purpose of a family office to identifying meaningful opportunities for next-generation involvement. Kristen and Celine also share insights on balancing transparency with responsibility, creating opportunities for shared leadership, and why community and education are critical for both generations navigating these transitions.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

Sports franchises were once considered trophy assets held by families for generations. Today, they are increasingly viewed as a legitimate institutional asset class attracting private equity, family offices, and global investors.In this episode, Brian Adams hosts a panel discussion with Tom Conaghan of McDermott Will & Schulte, Joe Roos of Zittman Family Office, and Andrew Hutcheson of Wedbush to explore how family offices are approaching investments across the sports ecosystem. The conversation covers the growth of institutional capital in sports, emerging investment opportunities beyond team ownership, and how technology, media, and fan engagement are reshaping the economics of the industry. The panel also discusses key considerations for families entering the space—from valuation and diligence to balancing passion with disciplined investment decision-making.To learn more about Mack International, please visit www.mackinternational.com.

Daniel Krutoy, Principal at Pro4ia and a technology leader with more than 25 years of experience in IT infrastructure and cybersecurity, joins the show to discuss the evolving cyber risk landscape facing family offices.The conversation explores how hybrid work environments have shifted cyber threats toward individuals, why identity protection and endpoint security have become critical, and how family offices can implement layered technology and cybersecurity strategies to protect sensitive information, financial assets, and family privacy. To learn more about Mack International, please visit www.mackinternational.com

Brent Sullivan, independent industry analyst and author of Tax Alpha Insider, joins us to discuss how families and family offices can embed tax awareness directly into portfolio design — not as a year-end exercise, but as an ongoing discipline.This conversation moves beyond position-specific strategies and focuses instead on structure: how taxable portfolios are engineered, monitored, and coordinated across households and entities.To learn more about Mack International, please visit www.mackinternational.com

In this episode of The Mack Podcast, Brian Adams sits down with Jenny Kowal, Managing Director and Senior Income Tax Strategist at IEQ Capital, to explore why tax awareness is one of the most underappreciated drivers of long-term wealth preservation.Drawing on more than 25 years of experience, including leadership in academia and advising ultra-high-net-worth families, Jenny shares why income tax strategy is increasingly central to family office investing .The conversation reframes tax not as a compliance function, but as a strategic lever — one that can meaningfully influence after-tax returns, liquidity outcomes, and multi-generational compounding.To learn more about Mack International, please visit www.mackinternational.com

In this panel discussion, host Brian Adams is joined by John Lueken, David Sawyer, and Chris Brimsek to explore the expanding role of GP stakes investing within private markets and family office portfolios.The conversation outlines the structural differences between GP and LP investing and examines how GP stakes can provide diversified exposure to management fee streams, carried interest, and long-term platform growth. Panelists discuss underwriting considerations, succession planning, governance and economics trade-offs, key person risk, leverage dynamics, and valuation frameworks.They also explore how the competitive landscape has evolved, what differentiates institutional staking firms from family offices pursuing direct investments, and why long-term alignment, business-building capability, and disciplined portfolio construction are critical in this segment of the market.To learn more about Mack International, please visit www.mackinternational.com

In this episode of The Mack Podcast, host Brian Adams is joined by Kit Case and Bill Bogart, co-founders of Case & Bogart, to discuss how families can thoughtfully prepare the rising generation for stewardship, leadership, and long-term responsibility.The conversation explores why episodic education is often insufficient, the risks of delaying next-gen development, and the difference between entitlement and lack of confidence. Kit and Bill outline their four “capital buckets” framework—individual, financial, social, and family capital—and explain how long-term, conflict-free mentorship can help heirs move from ownership to stewardship. They also discuss succession in family businesses, the role of parents, and what success looks like when preparation is done well.To learn more about Mack International, please visit www.mackinternational.com

In this global panel discussion, host Brian Adams is joined by Shaun Parkin, Rodrigo Garcia, Mehul Chavada, Joel Goschalk, and Vadym Doroshenko to explore how family office investment committees are formed, structured, and governed.The conversation examines what typically drives families to formalize investment governance, how decision-making actually happens inside committees, and the balance between risk oversight and capital allocation. Panelists also share perspectives on reporting, next-generation engagement, independent committee members, and aligning incentives for long-term performance.To learn more about Mack International, please visit www.mackinternational.com

In this episode of The Mack Podcast, Brian Adams is joined by Dana Baines and Joe Bell to explore the growing role of direct secondaries in family office investing.They discuss how private companies staying private longer, fewer IPOs, and the rise of SPVs have reshaped access to high-growth opportunities. Dana and Joe break down the different types of secondaries, explain how allocations and diligence work, and share why demand continues to accelerate among ultra-high-net-worth families.To learn more about Mack International, please visit www.mackinternational.com.

In this panel discussion, host Brian Adams is joined by Mark Tepsich, Jennifer Strom, Bill McLean, Susan Schoenfeld, and Richard Wolkowitz to discuss family constitutions and governance in multi-generational family enterprises.The conversation focuses on why governance is increasingly essential as families grow more complex, and why the process of building alignment often matters more than the document itself. Panelists share insights on engaging multiple generations, defining shared values, navigating leadership transitions, and creating frameworks that support long-term continuity.To learn more about Mack International, please visit www.mackinternational.com.

In this episode, host Brian Adams sits down with Dr. Dave Marcovitz, co-founder of Valence, to discuss how mental health, leadership, and emotional wellbeing shape the long-term success of family enterprises.Drawing from his experience in psychiatry and executive coaching, Dave explains why human capital is often the most underestimated asset in multigenerational families. The conversation explores how stress, communication patterns, and identity challenges can impact both personal and professional outcomes—and how a more integrated approach can help families make stronger decisions and build healthier systems.To learn more about Mack International, please visit www.mackinternational.com.

In this in-depth panel conversation, host Brian Adams is joined by Jennifer Strom, James Rosebush, and John Russo to explore one of the most complex, and often underestimated, topics in the family office world: distribution policy.Drawing on decades of experience working with multi-generational families, the panel examines how thoughtful distribution structures can preserve not only financial capital, but also family relationships and long-term legacy. The discussion opens with the philosophical foundations of distribution policy and how it is often perceived by beneficiaries as either protection or control.To learn more about Mack International, please visit www.mackinternational.com.

In this episode of The Mack Podcast, Brian Adams sits down with Matt McClintock, Founder and Executive Managing Director of The Bespoke Group, to explore how digital assets—particularly Bitcoin—are reshaping estate planning, family office governance, and multigenerational wealth strategy.Matt shares how his journey began as an estate planning attorney serving ultra-high-net-worth families before encountering clients with significant Bitcoin holdings, forcing him to rethink traditional wealth structures .Over time, this work evolved into a global, multi-family office platform managing more than $1.5 billion in assets, built around bespoke structures, regulatory awareness, and long-term stewardship.To learn more about Mack International, please visit www.mackinternational.com.

In this episode of The Mack Podcast, Brian Adams is joined by Timothy Ladin, Ray DiNunzio, and Allen Injijian for a candid, experience-driven conversation on embedded family offices—structures where personal wealth management exists inside operating companies, investment firms, or GP platforms.Drawing from decades of hands-on experience inside single-family offices, advisory firms, and institutional platforms, the panel explores why embedded family offices are increasingly common, where they create real advantages, and where they quietly introduce risk, complexity, and misalignment.This discussion goes beyond theory and addresses the realities families and professionals face as wealth scales, generations evolve, and operating structures grow more complex.This episode was recorded on August 25, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this panel discussion, we explore how family offices and ultra-high-net-worth families should think about art and collectibles—not just as passion assets, but as complex, high-stakes components of a broader wealth strategy.With perspectives from insurance, law, valuation, advisory, and family office operations, the conversation moves beyond headlines to examine what’s really happening in today’s art market—and what families need to get right to protect, manage, and steward these assets over time.This episode was recorded on August 28, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this episode, Brian Adams sits down with Matt LaMura, cybersecurity advisor and co-founder of FORT, to challenge the fear-driven narratives that dominate conversations about cyber risk in the family office world.Rather than leaning into worst-case scenarios and alarmist messaging, Matt offers a clear, grounded framework for how family offices can think about cybersecurity strategically — without overcomplicating it or overspending.Drawing on more than a decade of experience working with organizations ranging from startups to Fortune 50 companies, Matt explains why family offices are uniquely positioned to build simpler, more resilient security environments — and why doing so starts with ignoring fear, uncertainty, and doubt.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Ryan Austin discusses the evolving landscape of family offices, emphasizing the importance of visibility, narrative control, and engagement with the next generation. We also explore the significance of narrative capital in differentiating family offices in a competitive market and share insights on investment strategies and the importance of diligence in building relationships within the family office community.To learn more about Mack International, please visit www.mackinternational.com.

In this panel episode, Brian Adams speaks with yachting experts Ed Rhind, Kevin Frisch, and Alastair Callender to explore the multifaceted world of yacht ownership. The panelists discuss various ownership structures, including full and fractional ownership, particularly regarding tax implications and operational logistics. They also share best practices for due diligence, ongoing management, and long-term planning —highlighting the key decisions that shape both the experience and the asset’s value over time.This episode was recorded on August 28, 2025.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams speaks with Chad Burdette and Jason Pinkham of Sonder Partners to unpack how families can identify the right advisor. They discuss why multifamily offices can be difficult to evaluate, the importance of education before making advisor decisions, and the common sources of anxiety families face when weighing their options. Chad and Jason break down ownership structures, incentive alignment, and the questions families should be asking—offering a practical framework for finding an advisory partner that truly fits a family’s needs, goals, and long-term vision.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Peter Moustakerski, CEO of Family Office Exchange (FOX), discusses the journey of ultra-high-net-worth families, emphasizing the importance of understanding their evolution over time. He outlines the stages families go through, from business ownership to financial investment and enterprise development. The discussion also delves into the emerging federated family office model, which allows families to share resources and expertise. Finally, Peter highlights current concerns among families, including risk management, technology integration, and insurance challenges.To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brandon Henry discusses the complexities and challenges faced by first-generation entrepreneurs in managing their family offices. He highlights the differences between typical family office structures and more professionalized models, emphasizing the need for coordination among various service providers. The discussion also covers the importance of understanding family dynamics, succession planning, and the role of a general contractor in overseeing financial affairs. Brandon shares insights on the common gaps in family wealth management and the priorities for clients, particularly those in pre-liquidity situations.To learn more about Mack International, please visit www.mackinternational.com.