The Mack Podcast

In today's episode with Dan DiLella, Marvin Blum, and Richard J. Wolkowitz, we dive into the often-overlooked world of embedded family offices. We break down the essentials of managing an embedded family office, from implementing documentation and controls to establishing systems that mitigate risk. We also explore the pivotal transition from embedded to standalone family offices, highlighting best practices to ensure seamless pre- and post-sale transitions. Now live on Apple Podcasts and Spotify.

In today's episode, Brian C. Adams is joined by Beth Rahn, founder of New Era Advisors. Join us as Beth discusses the concept of non-concessionary investing and the importance of backing diverse and sustainable investment managers. She highlights the outperformance of teams with greater gender and racial diversity and emphasizes the opportunity for investors to generate alpha by allocating capital towards diversity initiatives. Beth also shares insights on the current landscape of LPs and emerging managers, the role of family offices in backing emerging managers, and the importance of relationship building in fundraising. Now available on Apple Podcasts and Spotify.

In today's conversation, Brian C. Adams and Elizabeth (Liz) Handlin discuss the importance of a well-crafted resume and how to make it stand out to recruiters. They highlight: - Common resume challenges - The need for resumes to be tailored to the specific audience - The importance of addressing the problems a candidate can solve - The need for cultural fit in family office positions - And more Now available on Apple Podcasts and Spotify.

In this episode, Brian C. Adams is joined by Arden O'Connor, Founder of Intent Clinical. Arden shares her personal story of dealing with family addiction and how it led her to start her company. We discuss the unique challenges of working with ultra high net worth individuals and family offices, including the prevalence of substance use and mental health issues in these populations. We also highlight the importance of navigating different generational cohorts and the need for individualized plans and multiple professionals to address the complex dynamics within families. Now available on Apple Podcasts and Spotify.

Today, Brian C. Adams is joined by John Castrucci and Ben Berger from RSM's family office practice. RSM is the leading U.S. provider of assurance, tax and consulting services focused on the middle market. In this episode, they discuss how RSM defines and works with family offices, focusing on the needs of families throughout their wealth journey. They emphasize the importance of a holistic approach that goes beyond traditional accounting services and includes succession planning, governance, and operational aspects. The conversation also touches on the role of technology in family offices, the transition to the next generation, and emerging trends in the industry. Now available on Apple Podcasts and Spotify.

Thank you Mr Family Office for the feature! We’re honored to be included in this week’s issue on how family offices are rethinking risk.

In this episode, Brian C. Adams is joined by Angelo Robles, Founder of Family Office Association (FOA). In this conversation, Angelo draws from his extensive experience with dynastic families, highlighting the crucial roles of culture, governance, and engagement across generations. He provides actionable advice for revitalizing struggling family offices, stressing the importance of fostering a strong culture, clear purpose, and accountability. Now available on Apple Podcasts and Spotify.

Join us for an episode of The Mack Podcast with Cindy Steeb, MBA, JD! Cindy has worked in the family office/family trust company space for more than 25 years. She worked for four single family offices with increasing responsibility before launching her own consulting firm in 2017. She also wrote the very first draft of what is now the Ohio Family Trust Company Act. To share her perspective on private family trust companies, Cindy wrote Preserving Multigenerational Wealth: How a Private Family Trust Company Can Promote Family Harmony & Positive Family Dynamics which was published earlier this year. Now available on Apple Podcasts and Spotify.

Join us for the first episode of The Mack Podcast with Mohamed Elzomor! In this conversation, Brian C. Adams interviews Mohamed Elzomor, the founder of Nines - A software company that helps families manage their homes and staff. Mohamed shares his background as a personal trainer for ultra-high-net-worth individuals and how that experience led him to create Nines. They discuss the complexity of managing multiple properties and the need for a centralized solution. Mohamed explains how Nines helps families organize and communicate with their staff, improving efficiency and reducing turnover. The conversation highlights the importance of running a household like a business and the challenges faced by wealthy individuals in managing their assets. Now available on Apple Podcasts and Spotify.

Introducing The Mack Podcast, your trusted source for valuable insights and strategies in the world of family offices. Sponsored by Mack International LLC, this podcast dives deep into the trends shaping wealth management, executive leadership, and human capital in family enterprises. Whether you're in wealth advisory, investment management, or supporting ultra-high-net-worth families, this is your resource for expert conversations and industry updates. New episodes available every Tuesday.