This discussion explores global citizenship and investment strategies, focusing on Golden Visa programs, geopolitical impacts, and strategic tax planning. The panel highlights AI's role in estate planning, the importance of relationships in M&A, and collaborative approaches to wealth management. Key insights include understanding risk tolerance, setting clear investment policies, and learning from past investment decisions.

To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and Shawn Barberis discuss the intersection of family dynamics and technology. Shawn shares his journey from practicing law to founding More Than Money 360, a platform designed to help families navigate the complexities of wealth through qualitative processes. The discussion covers the importance of communication, governance, and the five pillars of multigenerational success, emphasizing the need for gratitude and active participation in family philanthropy. The conversation also highlights the role of technology in enhancing family engagement and connectivity, particularly for the rising generation.

To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Ryan Eisenman, co-founder and CEO of Arch, discusses the challenges faced by family offices in managing alternative investments. He emphasizes the importance of operational efficiency, client engagement, and the evolving landscape of family office technology. The discussion also covers best practices for onboarding tech solutions, the role of technology in staffing, and the current state of venture capital in the family office sector.

To learn more about Mack International, please visit www.mackinternational.com.

Today's episode features an insightful all-female panel exploring the evolving role of women in family offices, investment strategies, and leadership. The panelists share their perspectives on celebrating women’s accomplishments, the obstacles they encounter in leadership roles, and the need for greater transparency and education for the next generation. They dive into the power of networking and support among women in the industry, the influence of diversity, equity, and inclusion (DEI) policies on investment decisions, and the unique challenges and opportunities faced by female founders today. The conversation covers the complexities of family offices, touching on key topics such as succession planning, philanthropy, technology integration, and regulatory hurdles. With a focus on navigating the dynamic family office landscape, the panelists highlight the significance of community, strategic giving, and the role of effective technology solutions. They also examine the generational shifts in values and the ongoing impact of regulatory changes on family office operations.

This episode was recorded on March 17, 2025.

To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, David Burleigh discusses the origins and complexities of trust law, emphasizing the importance of understanding ownership and the roles of various players involved in trusts. He highlights the integrity problem that families face regarding their wealth and the need for beneficiaries to feel empowered and informed. The discussion also touches on the significance of unique abilities within family dynamics and the necessity of entrepreneurial stewardship to ensure the longevity and success of family wealth across generations.

David's book: https://www.amazon.com/Take-Ownership-What-You-Own-ebook/dp/B0D8RM4B2P

To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Brian Adams and Alex Kirby discuss the complexities of family dynamics and governance in the context of wealth management. They explore the importance of proactive engagement in family relationships, the challenges faced by family offices, and the role of technology in enhancing family governance. Alex emphasizes the need for a shared vision and values among family members to foster better communication and decision-making.

To learn more about Mack International, please visit www.mackinternational.com.

In today's panel discussion, we dive into the evolving dynamics of family offices, focusing on the relevance of the endowment model, market trends in private investments, and shifting private equity fee structures. The panel discusses challenges in defining family offices, the role of niche expertise, and benchmarking returns. They also examine M&A activity driven by the great wealth transfer and firm manager motivations, emphasizing relationships, incentives, and selectivity in partnerships.

This episode was recorded on February 24, 2025.

True North Institute Report: https://truenorthinstitute.com/wp-content/uploads/2024/04/US-Endowment-Outperformance-Whitepaper-1.pdf

To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Kerri Scott discusses the concept of a 'death audit'—a proactive approach to estate planning that involves simulating a wealth owner's death to review and optimize the estate plan while the owner is still alive. The discussion covers the importance of documenting institutional knowledge, the need for a comprehensive review of asset ownership and control, and the administrative processes involved in executing a death audit. Kerri emphasizes the significance of family dynamics and personal property in estate planning, and shares insights from her own experience conducting a death audit.

More information on why every family office should simulate the death of its wealth owner: https://www.craincurrency.com/family-office-management/why-every-family-office-should-simulate-death-its-wealth-owner-death-audit

To learn more about Mack International, please visit www.mackinternational.com.

In this conversation, Judy Lin Walsh discusses the essential characteristics of successful family offices and their leaders, emphasizing the importance of curiosity, purpose, collaboration, and candor. She 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.

To learn more about Mack International, please visit www.mackinternational.com.

In today's panel discussion, Brian Adams, Shaun Parkin, and John Lueken dive into the current investment landscape, focusing on public equities, private equity dynamics, and the rise of private credit. They explore the implications of market valuations, the importance of relationships in private equity, and the complexities of credit investments. The discussion emphasizes the need for thorough due diligence and understanding of risk management in today's evolving financial environment. They also dive into the complexities of capital structures in a changing market, the evolving landscape of venture capital, and the nuances of ESG and impact investing. They discuss the implications of rising interest rates on asset valuations, the challenges faced by family offices in venture capital, and the importance of governance and investment strategies in preserving wealth.

To learn more about Mack International, please visit www.mackinternational.com.