This conversation delves into the complexities of estate management and domestic staffing, particularly in the context of ultra-high-net-worth families. The panel discusses best practices, the role of estate managers, the importance of emotional intelligence in staffing, and the integration of private staffing with family office operations. They also explore recruitment strategies, generational differences in expectations, and the necessity of cross-functional collaboration within family offices. The discussion culminates in practical advice for families considering hiring estate managers, emphasizing the importance of communication and understanding the unique dynamics of each household.

This episode was recorded on June 9, 2025.

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

In this conversation, Christi Van Rite, founder of White River Consultants, discusses the evolving role of a COO in family offices, emphasizing the importance of integration, project management, and communication among advisors. She highlights the shift from traditional family office structures to more flexible, outsourced models, and shares insights on managing complex projects and relationships within high-stakes environments.

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

In this conversation, Brian Adams and Amy Beahm delve into the critical yet often overlooked role of the controller in family offices. They discuss the distinctions between single family offices (SFOs) and multi-family offices (MFOs), the challenges of tech implementation, and the evolving responsibilities of controllers. Amy shares insights on navigating stakeholder expectations, the importance of professional development, and the future skills needed in family office management. The discussion highlights the complexities of financial reporting, investment management, and the necessity for effective communication within family offices.

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

This conversation explores the evolving role of Chief Operating Officers (COOs) within family offices, highlighting their unique responsibilities compared to traditional firms. The panelists share their personal journeys to becoming COOs, discuss the impact of technology and governance structures, and emphasize the importance of risk management and data ownership. Networking and collaboration are also identified as key components for success in the family office space, along with insights into career paths for aspiring COOs.

This episode was recorded on May 19, 2025.

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

In this conversation, guest Rosaura Gil discusses her transition from being an HR director in a family office to providing fractional HR services to ultra-high-net-worth individuals and family offices. She highlights the importance of HR in family offices, addressing misconceptions about the need for HR support, and the risks associated with not having proper HR protocols in place. The discussion covers cost control, compliance with labor laws, onboarding best practices, termination protocols, and the balance between personal and professional boundaries in the family office environment. Rosaura emphasizes the role of HR as family offices become more institutionalized and the necessity for clear policies and documentation to mitigate risks.

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

In this conversation, Craig Stephens discusses the challenges of addressing the 'now what' factor in estate planning, the importance of collaboration with legal counsel, and best practices for multi-generational wealth planning. Craig advocates for designing plans that beneficiaries can actively engage with, fostering open communication and transparency. He also highlights the need for a mindset shift among advisors to embrace a more comprehensive view of client relationships, ultimately redefining success in estate planning beyond mere wealth accumulation.

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

In this roundtable discussion, our guests explore the role of private trust companies (PTCs) in the family office ecosystem. Topics include the problems PTCs solve, how they enhance governance and control, jurisdictional considerations, fiduciary risk management, and the growing demand for tailored trust structures. The conversation also covers best practices in governance, human capital, and future trends shaping the next generation of family governance.

This episode was recorded on June 9, 2025.

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

In this conversation, Suzy Riedman shares her experiences and insights on inheriting wealth, navigating family dynamics, and the importance of communication in managing generational wealth. She discusses the emotional complexities of receiving an inheritance, the necessity of setting clear expectations, and the role of third-party mediation in family discussions about money. Suzy emphasizes the importance of proactive conversations about wealth with children and the need for young inheritors to find their own purpose and identity.

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

For more information on Suzy's children's books, please visit https://familywealthdynamics.com/books

In this conversation, Aaron Abrahms and Jared Feldman join Brian Adams to discuss outsourcing vs. insourcing family office services. They explore the evolution of family offices, the key components of their services, and the importance of philanthropy and family dynamics. The discussion also highlights the challenges of talent acquisition in the family office space and the various investment strategies families can adopt. The experts emphasize the need for families to regularly reevaluate their service models to adapt to changing circumstances and ensure effective wealth management.

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

In this conversation, Brian Adams and Sofia Ziegler delve into the complexities of domestic recruiting, particularly in the context of family offices. They discuss the roles and responsibilities within domestic staffing, the challenges of finding qualified candidates, and the impact of compensation trends on the industry. Ziegler emphasizes the importance of communication and structure in family offices, as well as the need for flexibility and adaptability in candidates. The conversation concludes with insights on niche talent acquisition and the value of expert guidance in the field.

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