Advertise on podcast: The Mack Podcast

How can families bring greater discipline and oversight to their commercial real estate portfolios? Brian Adams is joined by Richard Leider, Pete Stone, and Lex Wieneke of Trinity Real Estate to discuss the outsourced real estate CIO model, including portfolio strategy, risk management, asset performance, and succession planning. The conversation explores how institutional expertise can help families navigate complex real estate holdings and make more informed, long-term investment decisions. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by Somos22. Somos22 is a network for family office principals and professional managers to connect and deepen Connection Capital within a community of trusted peers. Learn more at somos22network.com

Wealth can create extraordinary opportunities, but it can also remove the challenges that help develop purpose, motivation, and independence. In this episode of The Mack Podcast, Brian C. Adams is joined by Connor Boyack and Taylor Adams to explore The Prosperity Paradox, the distinction between financial and human capital, and how traditional approaches to wealth preservation can unintentionally create dependency. They discuss why families may need to shift their focus from preserving wealth to developing capable, purpose-driven future generations. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by EY. EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations. Learn more about the EY approach at ey.com/familyoffice.

In this panel discussion, Brian C. Adams is joined by Sutton Fannon of Glen Rock Strategic Partners and Stephen Pharr of Old Harbor Partners to discuss the infrastructure, talent, governance, and economics behind successful direct investing. They explore deal sourcing, investment discipline, portfolio oversight, and the long-term commitment required to establish and sustain a direct investment strategy. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by Somos22. Somos22 is a network for family office principals and professional managers to connect and deepen Connection Capital within a community of trusted peers. Learn more at somos22network.com

As family offices and prominent families become more visible, managing reputation requires thoughtful planning long before a crisis occurs. Brian Adams is joined by Crayton Webb, Owner and CEO of Sunwest Communications, to discuss reputation management, crisis communications, and public affairs. The conversation explores political and philanthropic giving, social media exposure, preparing the next generation for greater visibility, and protecting a family's reputation across generations. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by EY. EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations. Learn more about the EY approach at ey.com/familyoffice.

As family offices expand their direct investments, operating responsibilities, and governance structures, executives face a broader range of personal and professional risks. In this episode of The Mack Podcast, Brian Adams is joined by Jeff Avery, Santosh Keni, and Debo Adesina to discuss executive risk, fiduciary responsibilities, insurance coverage, cybersecurity, and reputational exposure. The conversation explores how family offices can strengthen governance, protect key decision-makers, and establish safeguards that support long-term continuity. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by Somos22 and High Road Hiring. Somos22 is a network for family office principals and professional managers to connect and deepen Connection Capital within a community of trusted peers. Learn more at somos22network.com 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

As family offices explore the potential of artificial intelligence, protecting sensitive information and maintaining control over data remain critical considerations. In this episode of The Mack Podcast, Brian C. Adams sits down with Steven Walchek, Founder and CEO of Liminal, to discuss the risks associated with public AI tools, the rise of shadow AI, and the importance of data privacy and governance. They also explore multi-model AI strategies, agentic AI, and how family offices can responsibly adopt emerging technologies while safeguarding confidential information. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by EY. EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations. Learn more about the EY approach at ey.com/familyoffice.

In this episode of The Mack Podcast, Brian C. Adams is joined by Brad Harrison, Founder and Managing Partner of Scout Ventures, and Guy Filippelli, Managing Partner of Squadra Ventures, to discuss the growing interest in aerospace and defense investing among family offices. They explore emerging investment opportunities across defense technology, the changing government procurement landscape and the role of private capital in strengthening domestic manufacturing and supply chains. The conversation also addresses how family offices can evaluate specialized investment managers and develop long-term exposure to the sector. To learn more about Mack International, please visit www.mackinternational.com This 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 episode of The Mack Podcast, Brian C. Adams sits down with John Samuels, founder of Wellworth, to discuss why healthcare is becoming a more important part of the family office conversation. John shares how families can take a more proactive approach to managing physical and mental health, why access alone does not always lead to better care, and the value of having a coordinated team to navigate complex healthcare decisions. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by EY. EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations. Learn more about the EY approach at ey.com/familyoffice.

In the first episode of a six-part series on the future-ready family office, Brian C. Adams is joined by Catherine Fankhauser and Brock Griffiths of EY to explore how family offices are preparing for what comes next. They discuss how family offices are adapting to greater complexity, changing expectations across generations, and the need for more intentional operating models. The conversation covers treating the family office as a business, balancing institutional rigor with flexibility, improving communication and reporting, and determining what to build internally versus outsource. To learn more about Mack International, please visit www.mackinternational.com This 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

John Bowman, CEO of CAIA Association, joins Brian C. Adams to discuss the structural forces reshaping global investing. They explore the growing influence of geopolitics on capital allocation, the convergence of public and private markets, and how AI and other major shifts are changing portfolio construction and the skills investment professionals need to succeed. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by EY. EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations. Learn more about the EY approach at ey.com/familyoffice.

In this panel discussion, Brian C. Adams is joined by Paul Rowsey and Brian Kirimdar to explore the growing role of club deals within family office investing. They discuss what makes these structures work—from sourcing and sponsor selection to governance, due diligence, alignment of interests, and downside planning—as well as the role relationships and trust play in bringing the right families and opportunities together. To learn more about Mack International, please visit www.mackinternational.com This 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 episode of The Mack Podcast, Brian C. Adams speaks with Alex Lin, founder of SumIt, about the changing family office technology landscape. They discuss how families can evaluate their technology needs, avoid overcomplicating their tech stack, and choose partners that can support increasingly complex operations as AI and new software continue to reshape the industry. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by EY. EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations. Learn more about the EY approach at ey.com/familyoffice.

As families become more global and mobile, jurisdictional diversification is becoming an increasingly important part of wealth, investment and family office planning. In this episode, Brian C. Adams is joined by Lisa Cornwell, Norman Lowe and Mohsen Ghazi for a global discussion on how families can evaluate where they live, hold assets and structure their affairs. The conversation covers tax and legal considerations, investment risk, transparency and reporting, portability, governance and the importance of building flexibility into plans that can adapt as families, regulations and jurisdictions change over time. To learn more about Mack International, please visit www.mackinternational.com

In this episode of The Mack Podcast, Brian Adams sits down with Tim Brown, co-founder of Somos22 and Fortaleza, for a conversation about trust, connection, and decision-making within the family office community. Tim shares the story behind the communities and explores why trusted peer relationships can be so valuable for family office leaders navigating complex responsibilities. Brian and Tim discuss the importance of building “judgment capital,” creating environments where relationships can deepen over time, and approaching the family office ecosystem with a mindset of service rather than selling. They also explore governance, preparing the next generation through meaningful responsibility, empowering professional managers, and the role clarity, values, and intentional communication can play in supporting families across generations. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by EY. EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations. Learn more about the EY approach at ey.com/familyoffice.

Brian Adams is joined by Hunter Guice, Hendrik Jordaan, and Will Chuchawat for a conversation on building and structuring a family office direct investment program. They discuss defining the investment strategy, attracting and retaining top talent, structuring compensation and carry, establishing governance, and aligning incentives with a family’s long-term objectives. To learn more about Mack International, please visit www.mackinternational.com