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.com

This 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