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The Mack Podcast

Brian Adams
Family Office
Family Offices
Governance
Private Equity
Cybersecurity
Artificial Intelligence
Private Aviation
Mack International
Provenance
Luxury Travel
Multi-Family Office
Captive Insurance
Multi-Generational Travel
Data and Technology
United States
Alternative Investments
Education
Sports Investment
Fractional Ownership
Estate Planning

Join us each week as we discuss trends shaping the family office landscape, featuring conversations with top industry professionals. To learn more about Mack International, please visit www.mackinternational.com.

PublishesTwice weeklyEpisodes143Founded2 years ago
Number of ListenersCategory
Business

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Artwork for The Mack Podcast

Latest Episodes

Dividend investing remains one of the most debated topics in family office portfolio construction. In this panel discussion, Brian Adams is joined by Grant Jaax, CIO of Mongo Holdings, and Vadym Doroshenko, family office investment advisor and commit... more

In this episode of The Mack Podcast, Brian Adams sits down with Kim Greene, Founder and President of Svalinn, to discuss how the security needs of ultra-high-net-worth families have evolved far beyond traditional protection strategies. Drawing on her... more

This episode explores why Milan has become one of Europe's fastest-growing destinations for globally mobile wealth, family offices, and entrepreneurs. The discussion goes beyond Italy's tax regime to examine the combination of lifestyle, investment o... more

When should families begin talking about wealth? And what should those conversations actually look like?

In this episode, Brian Adams sits down with Ken Ude to discuss why preparing the next generation requires far more than sharing financial inform... more

Key Facts

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Recent Guests

Emily Margolis
Head of lifestyle services within the family office practice at JPMorgan Private Bank
JPMorgan Private Bank
Episode: The Role of Shared Experiences in Family Legacy
Karen McGee
President of Valerie Wilson Travel, part of Chase Travel Group
Valerie Wilson Travel/Chase Travel Group
Episode: The Role of Shared Experiences in Family Legacy
Yehuda Spindler
Chief Investment Officer at Optima Asset Management (Forbes Family Trust and Stanhope Capital)
Optima Asset Management / Forbes Family Trust / Stanhope Capital
Episode: What Family Offices Really Look for in Investment Managers
Vadym Doroshenko
Single-family office investment committee participant, Dubai
Dubai-based single-family office; serves on multiple ICs
Episode: What Family Offices Really Look for in Investment Managers
Christopher Sidford
Emergency medicine physician, founder of Black Bag
Emergency Black Bag / Black Bag
Episode: Private Healthcare, Global Travel, and Medical Preparedness
Monte Lee-Wen
Founding principal of Kyree Legacy Partners, Texas-based single-family office
Kyree Legacy Partners
Episode: From Founder to Steward: Navigating Wealth Beyond Entrepreneurship
Frazer Rice
Guest expert on family governance, wealth transfer, and next-generation education
NextVantage (day job)
Episode: Stewardship, Responsibility, and the Next Generation of Wealth
Paul Vogelgesang
Captive consultant and risk management consultant with three decades in the field; former chief risk officer for a large family office
Independent captive consultant / former CRO for a family office
Episode: Captive Insurance and Family Offices: Taking Control of Risk
Yvette Connor
Leader of the risk advisory practice at Cone Resnick; experienced risk advisor
Cone Resnick
Episode: Captive Insurance and Family Offices: Taking Control of Risk

Host

Brian Mack
Host of The Mack Podcast Panel Series; affiliated with Mack International

Reviews

5.0 out of 5 stars from 26 ratings
  • One of the best

    If you are in the family enterprise or family office space this is a great listen. Insightful information with no time wasted. You always learn something new in each episode.

    Apple Podcasts
    5
    nlawson1985
    United States5 months ago
  • Important insights for anyone working in and around family offices

    Brian does a great job attracting a diverse set of perspectives from the family office world. A weekly must-listen for anyone working in the family office space, you’re guaranteed to learn something in each episode

    Apple Podcasts
    5
    Leonora Zilkha Williamson
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The series is described as a must-listen for those in family-office and related spaces.
The show is valued for bringing diverse perspectives from the family-office world.
Audience notes strong host facilitation and credible, practitioner-focused content.
Listeners appreciate the depth and practicality, especially for family offices and wealth-adjacent roles.
Guests are consistently relevant and insights feel actionable for governance and long-term strategy.

Talking Points

Recent interactions between the hosts and their guests.

The Rising Role of Women in Family Offices and Family Businesses
Q: Maybe talk to me about your experience, what that's been like, that horizontal before vertical dynamic.
The guest describes a shift toward recognizing the value of female leadership across generations and roles, stressing the importance of diverse perspectives on boards and leadership teams.
Beyond Estate Planning: Building a Framework for Generational Success
Q: What drove the shift from Chapter 1 to Chapter 2 in your practice?
The realization that traditional estate planning often leaves families with a transactional mindset, whereas a holistic approach requires ongoing dialogue, personalized memorialization, and structuring arrangements that involve the beneficiaries and support long-term well-being.
Beyond Estate Planning: Building a Framework for Generational Success
Q: Walk us through that journey.
Craig describes moving from a high-volume, technically focused law practice to a more deliberate, relationship-based family office model, including the role of transparency, collaboration with lawyers, and rethinking how trusts serve the family across generations.
Understanding the Role of the Family Office Controller
Q: How is the role of the controller evolving beyond traditional accounting?
The role is expanding into finance, risk management, investment coordination, and tax compliance, with increasing involvement in governance and communication to rising generations, while needing to collaborate closely with external advisors and internal teams.
Understanding the Role of the Family Office Controller
Q: What are common pitfalls in tech implementation for family offices, and how can they be mitigated?
Key pitfalls include choosing a system without family buy-in, overloading with historical data, and under-planning reporting needs; mitigate by engaging an outside consultant to narrow vendor options, ensuring family leadership is involved in decisions, starting with a reasonable data migration plan, and prioritizing reporting requirements.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Mack Podcast

What is The Mack Podcast about and what kind of topics does it cover?

A panel- and interview-driven series centered on family office dynamics, multi-generational wealth, and sophisticated asset strategies. Episodes frequently explore governance, succession, and long-horizon investing, often through lenses like private markets, real estate, and luxury collectibles. Notable themes include building durable operating models for families, liquidity considerations in tangible assets, and how advisors, governance, and storytelling shape value across generations. The format often blends practitioner experience with practical frameworks, making it useful for ultra-high-net-worth families, family office executives, and service providers seeking deep, implementation-focused insights and real-world anecdotes. A standout ... more

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Which podcasts are similar to The Mack Podcast?

These podcasts share a similar audience with The Mack Podcast:

1. Eye On The Market
2. Capital Allocators – Inside the Institutional Investment Industry
3. WSJ What’s News
4. All-In with Chamath, Jason, Sacks & Friedberg
5. The Meb Faber Show - Better Investing

How many episodes of The Mack Podcast are there?

The Mack Podcast launched 2 years ago and published 143 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Mack Podcast?

Recent guests on The Mack Podcast include:

1. Emily Margolis
2. Karen McGee
3. Yehuda Spindler
4. Vadym Doroshenko
5. Christopher Sidford
6. Monte Lee-Wen
7. Frazer Rice
8. Paul Vogelgesang

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