In this panel episode of The Mack Podcast, Brian C. Adams is joined by Matt Malone of Opto Investments, Hendrik Jordaan of Nelson Mullins, and Josh Roach of SFO Collaborative for a conversation on the growing role of club deals and direct investing within the family office landscape.

The panel explores why more families are pooling capital, how family offices can leverage their long-term investment horizons and industry expertise, and what it takes to successfully structure and execute these opportunities. They discuss the importance of alignment, governance, due diligence, trusted relationships, and clearly defined expectations around leadership, liquidity, and investment duration.

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

In this episode of The Mack Podcast, Brian Adams is joined by Ross Baird, Founder and CEO of Blueprint Local, to discuss the evolution of Opportunity Zones and their role in long-term family office portfolio construction.

Ross shares how families are using Opportunity Zones to diversify concentrated positions, manage capital gains, and increase exposure to real assets. They also discuss what is changing with Opportunity Zones 2.0, the current opportunity in real estate, common mistakes investors make, and why a strong underlying investment thesis should always come before the tax benefits.

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

This episode is sponsored by BanyanGlobal Family Business Advisors.

Banyan works with family business owners to navigate complex decisions around succession, ownership, and long-term strategy—helping families clarify their options, align as a group, and move forward with confidence. Learn more at banyan.global.

In this panel episode of The Mack Podcast, we explore how family offices can look beyond traditional financial analysis to identify potential red flags, evaluate management and governance, and better understand the businesses behind the numbers. The panel discusses when forensic accounting can add value, the importance of boots-on-the-ground diligence and strong reporting systems, and how technology and AI are changing the diligence process. The conversation also highlights the role of judgment, trust, and thoughtful deal structuring in protecting capital and making more informed investment decisions.

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

In most portfolios, diversification follows a familiar path of public markets, private equity, real estate, and other traditional alternatives. But what about tangible assets that combine rarity, portability, and long-term value?

In this episode, Brian Adams sits down with graduate gemologist Doris Hangartner to explore the investment potential of rare colored gemstones. They discuss how gemstone portfolios are constructed, the market trends driving demand for emerging colored stones, and why some families are incorporating gemstones into broader wealth preservation and legacy planning strategies.

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

This episode is sponsored by BanyanGlobal Family Business Advisors.

Banyan works with family business owners to navigate complex decisions around succession, ownership, and long-term strategy—helping families clarify their options, align as a group, and move forward with confidence. Learn more at banyan.global.

In this panel episode of The Mack Podcast, Brian Adams speaks with Brandon Henry, Dan DiLella, Robert Dietz, and Bob Chesner about private placement life insurance (PPLI) and its potential role in ultra-high-net-worth and family office planning.

The conversation explores how PPLI can improve the tax efficiency of alternative investments, support multigenerational wealth planning, and provide greater flexibility within a family’s broader portfolio. The panel also discusses the trade-offs, including investor control requirements, liquidity considerations, fees, underwriting, and ongoing administration, as well as the importance of assembling an experienced advisory team before moving forward.

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

A family's legacy is built on more than financial and legal structures. It's also shaped by the stories that define its identity, values, and relationships across generations.

In this episode, Brian Adams sits down with Jamie Yuenger, Founder and CEO of StoryKeep, to explore why family narrative should be treated as an essential part of family office infrastructure rather than an afterthought. Together, they discuss how intentional storytelling strengthens governance, creates deeper engagement across generations, and provides a foundation for leadership transitions and long-term family continuity.

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

What if your most valuable asset isn't financial capital, but time?

In this special bonus episode, Brian Adams sits down with Olympic medalist, author, and innovation expert John Coyle to explore the concept of time capital—the idea that the quality of our lives is shaped not by how much time we have, but by how intentionally we experience and remember it.

Drawing on neuroscience, psychology, and his own journey from Olympic competition to advising families and organizations, John explains why memories are the true currency of time, how novelty and meaningful experiences can make life feel richer, and why designing moments that matter may be one of the most important investments we ever make.

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

Hiring a private chef requires trust, discretion, adaptability, and the ability to seamlessly integrate into the rhythm of a family's life.

In this episode, Brian Adams sits down with Chris Demaillet, founder of Montclair Chef, to explore what truly separates great private chefs from great restaurant chefs. They discuss the transition from Michelin-star kitchens to private service, the importance of cultural fit, how families can make better hiring decisions, and why long-term success is built on relationships as much as culinary talent.

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

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 committee member, to explore how dividend strategies fit into modern wealth management. They discuss the tradeoffs between income generation and total return, the importance of goals-based portfolio construction, liquidity management, behavioral finance, and why understanding a family's unique objectives is more important than chasing any single investment philosophy.

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

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 background in international security and nearly two decades of experience working with families, Kim shares how thoughtful security planning balances physical protection, privacy, lifestyle, and peace of mind.

The conversation explores how family offices evaluate risk, the role of trusted advisors in implementing security solutions, common misconceptions about protection animals, and why long-term partnership and education are just as important as the tools themselves.

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