The Mack Podcast

Join us for today's discussion with Judy Lin Walsh, Partner at BanyanGlobal Family Business Advisors, as we explore the essential characteristics of successful family offices and their leaders, emphasizing the importance of curiosity, purpose, collaboration, and candor. In this conversation, Judy highlights the need for family offices to define their unique value proposition and the significance of regular evaluations to ensure alignment with family goals. The discussion also touches on the challenges of creating a culture of open communication and the necessity of asking tough questions to drive improvement. Now live on Apple Podcasts and Spotify.

Join Brian C. Adams, Shaun Parkin, and John Lueken as they explore today’s investment landscape, covering public equities, private equity, private credit, and the impact of rising interest rates on valuations. They also discuss ESG investing, governance, and practical strategies for family offices adapting to shifting capital structures and preserving wealth. Tune in to today's family office roundtable discussion, now live on Apple Podcasts and Spotify.

Listen in to this week's episode with Alison Marckstadt, Co-Founder of Succession Advisors. In this conversation, Alison shares her journey into family wealth management, highlighting the importance of understanding the dynamics of wealth, family engagement, and the need for education in managing family assets. We discuss the evolving structures of family offices and the role of third-party advisors in bridging gaps in knowledge and communication. We also explore the significance of preparing the next generation for wealth management and the changing landscape of wealth transfer. Now live on Apple Podcasts and Spotify.

Join us for this week's episode with Founder & CEO of Arlington® Family Offices, Ken Polk. In this conversation, Ken discusses the motivations behind his book and the importance of spiritual capital in family dynamics. He emphasizes the need for collective purpose within families and introduces the concept of Followship, which focuses on helping family members fulfill their dreams. Ken outlines the three laws of family legacy—legacy, longevity, and lineage—and provides practical applications for families to navigate their wealth and values. He highlights the significance of intentionality in family business succession and the role of family meetings in fostering communication and planning for the future. Now live on Apple Podcasts and Spotify.

In last week's family office roundtable, we're joined by Donald Cunningham, Fred Gluckman, and Neil Datta to discuss the implications of the Corporate Transparency Act on family offices, the evolving landscape of insurance and risk management, and the current state of private equity investments. The conversation delves into the complexities of the current fundraising environment, highlighting the challenges faced by fund managers and family offices. It discusses the emergence of new investment vehicles like evergreen funds, the liquidity crisis in private equity, and the importance of due diligence. We also explore the evolving strategies of family offices, the growing interest in secondary markets, and the shifting landscape of London as a financial hub. Now live on Apple Podcasts and Spotify.

In today's episode, we're joined by Brian Dooreck, MD, President and Founder of Executive Health Navigation. We discuss the concept of Executive Health Navigation, a tailored healthcare advocacy service designed for ultra-high-net-worth individuals and families. Brian shares insights on crisis management, preventive care, and the importance of having an advocate in navigating healthcare. He also addresses the limitations of concierge medicine and outlines the business model of his service, focusing on trust and personalized care rather than scalability. Now live on Apple Podcasts and Spotify.

Tune in to today's episode with Catherine Fankhauser, CPA, Practice Leader for EY’s Family Office Advisory Services practice. In this episode, we sit down with Catherine to explore the rapidly evolving role of technology in family offices. We delve into the critical need for understanding internal priorities, navigating the complexities of integrating diverse tech solutions, and avoiding common implementation missteps. The conversation also highlights the value of effective reporting and the imperative for family offices to embrace future-forward technology trends to remain competitive and scalable. Now live on Apple Podcasts and Spotify.

Today we're kicking off our Family Office Roundtable series with Ben Goldman, Natalie McVeigh, Shaun Parkin, and John Lueken as we dive into the trends shaping the family office world. Join us for biweekly, longer-form episodes focused on newsworthy topics, featuring a rotating panel of family office experts. Now live on Apple Podcasts and Spotify.

In this week's episode, we sit down with Charmaine Tang to explore the complexities of family dynamics in wealth management, focusing on the concept of the 'next gen sandwich' and the challenges of succession planning. We discuss the importance of open communication, the role of technology in bridging generational gaps, and strategies for facilitating difficult conversations within families. Now live on Apple Podcasts and Spotify.

This week we're joined by Paul L. Hokemeyer J.D., Ph.D. as he shares his journey from corporate bankruptcy lawyer to family wealth therapist, offering insights into the intersection of mental health and wealth. In this episode, we examine the challenges faced by ultra-high-net-worth families, including issues of identity, isolation, and the impact of personality disorders like narcissism. Dr. Paul emphasizes the importance of cultural competency in mental health care for affluent individuals and explores the shift toward a holistic approach to wealth management that integrates emotional well-being. He also addresses neurodiversity within wealthy families, advocating for greater understanding and support. Now live on Apple Podcasts and Spotify.