In this episode, Brian Adams hosts a discussion with Keith Benedict and Shaun Parkin on the intricacies of family office investment governance and the importance of investment policy statements (IPS). They explore the evolution of IPS, the differences between family offices and institutional investors, and the proactive versus reactive approaches families take in establishing these policies. The conversation delves into the integration of family missions with investment strategies, the role of governance, and the significance of behavioral finance in decision-making.

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

In this conversation, Adam Eigenrauch shares his journey from leading a nonprofit organization to becoming a consultant in the philanthropic space. He discusses the importance of strategic philanthropy, the challenges faced by young philanthropists, and the role of governance in ensuring effective charitable giving. Adam emphasizes the need for families to be proactive and planful in their philanthropic efforts, while also addressing generational dynamics and misconceptions about effective philanthropy.

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

This conversation delves into the intricacies of private aviation from a family office perspective, highlighting the differences between corporate and family office aviation, the decision-making process for aircraft ownership, and the importance of tax benefits. The discussion also emphasizes the role of family dynamics, the need for a portfolio approach to aviation, and best practices for managing aviation services. Key takeaways include the significance of building a strong team, ensuring safety, and integrating aviation services within family office structures.

This episode was recorded on July 28, 2025.

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

In this conversation, David Savir, co-founder of Element Point, discusses the motivations behind starting his firm, the evolution of client needs in financial services, and the complexities of family offices. He emphasizes the importance of understanding the unique needs of families, the challenges of illiquid holdings, and the future trends in the multifamily office space. The discussion also covers the significance of transparency, the role of outsourcing, and the impact of private equity on advisory firms.

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

In this conversation, Brian Adams and John Stewart discuss the pressing challenges faced by family offices, particularly in the realms of talent and technology. They explore the importance of aligning technology adoption with the family's vision and culture, the distinctions between automation and AI, and strategies to overcome resistance to change. The discussion also highlights the generational differences in technology adoption, the need for strategic technology roadmapping, and best practices for conducting technology audits and vendor selection.

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

This panel conversation delves into the complexities of private aviation ownership, particularly focusing on whole aircraft ownership versus fractional and charter options. Experts Amanda Applegate and Joe Barber discuss the evolving landscape of aircraft ownership, the impact of COVID-19, and the importance of building a knowledgeable acquisition team. They explore the trends in new versus pre-owned aircraft, the intricacies of the acquisition process, and the financial considerations involved. The discussion also highlights common pitfalls for first-time buyers and the significance of customization and resale value in aircraft ownership.

This episode was recorded on July 28, 2025.

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

This panel discussion examines private aviation, focusing on the various ownership models available to families and family offices. The experts share insights on current market trends, key decision-making factors, and the importance of understanding the full range of aviation services. They address the impact of COVID-19, common misconceptions around fractional ownership, and the operational considerations family offices should keep in mind. The conversation also touches on privacy concerns and the importance of building trust in the aviation sector.

This episode was recorded on July 28, 2025.

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

In this conversation, Brian Adams and Lyle Ross discuss the landscape of family offices, focusing on the latest survey conducted by BlackRock. They explore key findings regarding investment strategies, particularly the increasing allocations to private markets and alternatives like private credit and infrastructure. The discussion also highlights the importance of diversification, the role of technology and AI in investment decisions, and the challenges family offices face in private market analytics. Lyle emphasizes the need for families to adapt to changing market conditions and leverage partnerships to enhance their investment capabilities.

BlackRock Family Office Survey 2025: https://www.blackrock.com/corporate/newsroom/press-releases/article/corporate-one/press-releases/blackrock-family-office-survey-2025

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

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.