The Mack Podcast

In this episode of The Mack Podcast, Brian C. Adams sits down with John Samuels, founder of Wellworth, to discuss why healthcare is becoming a more important part of the family office conversation.

John shares how families can take a more proactive approach to managing physical and mental health, why access alone does not always lead to better care, and the value of having a coordinated team to navigate complex healthcare decisions.

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

This episode is sponsored by EY.

EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations.

Learn more about the EY approach at ey.com/familyoffice.

In the first episode of a six-part series on the future-ready family office, Brian C. Adams is joined by Catherine Fankhauser and Brock Griffiths of EY to explore how family offices are preparing for what comes next.

They discuss how family offices are adapting to greater complexity, changing expectations across generations, and the need for more intentional operating models. The conversation covers treating the family office as a business, balancing institutional rigor with flexibility, improving communication and reporting, and determining what to build internally versus outsource.

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

This episode is sponsored by High Road Hiring.

High Road Hiring is a boutique recruitment consultancy serving high-net-worth households, family offices, and founder-led enterprises. They provide executive and personal search, estate staffing, and strategic hiring advisory, delivering rigorously vetted talent aligned with your culture and long-term vision. Learn more at highroadhiring.com

John Bowman, CEO of CAIA Association, joins Brian C. Adams to discuss the structural forces reshaping global investing. They explore the growing influence of geopolitics on capital allocation, the convergence of public and private markets, and how AI and other major shifts are changing portfolio construction and the skills investment professionals need to succeed.

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

This episode is sponsored by EY.

EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations.

Learn more about the EY approach at ey.com/familyoffice.

In this panel discussion, Brian C. Adams is joined by Paul Rowsey and Brian Kirimdar to explore the growing role of club deals within family office investing. They discuss what makes these structures work—from sourcing and sponsor selection to governance, due diligence, alignment of interests, and downside planning—as well as the role relationships and trust play in bringing the right families and opportunities together.

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

This episode is sponsored by High Road Hiring.

High Road Hiring is a boutique recruitment consultancy serving high-net-worth households, family offices, and founder-led enterprises. They provide executive and personal search, estate staffing, and strategic hiring advisory, delivering rigorously vetted talent aligned with your culture and long-term vision. Learn more at highroadhiring.com

In this episode of The Mack Podcast, Brian C. Adams speaks with Alex Lin, founder of SumIt, about the changing family office technology landscape. They discuss how families can evaluate their technology needs, avoid overcomplicating their tech stack, and choose partners that can support increasingly complex operations as AI and new software continue to reshape the industry.

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

This episode is sponsored by EY.

EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations.

Learn more about the EY approach at ey.com/familyoffice.

As families become more global and mobile, jurisdictional diversification is becoming an increasingly important part of wealth, investment and family office planning.

In this episode, Brian C. Adams is joined by Lisa Cornwell, Norman Lowe and Mohsen Ghazi for a global discussion on how families can evaluate where they live, hold assets and structure their affairs. The conversation covers tax and legal considerations, investment risk, transparency and reporting, portability, governance and the importance of building flexibility into plans that can adapt as families, regulations and jurisdictions change over time.

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

In this episode of The Mack Podcast, Brian Adams sits down with Tim Brown, co-founder of Somos22 and Fortaleza, for a conversation about trust, connection, and decision-making within the family office community.

Tim shares the story behind the communities and explores why trusted peer relationships can be so valuable for family office leaders navigating complex responsibilities. Brian and Tim discuss the importance of building “judgment capital,” creating environments where relationships can deepen over time, and approaching the family office ecosystem with a mindset of service rather than selling.

They also explore governance, preparing the next generation through meaningful responsibility, empowering professional managers, and the role clarity, values, and intentional communication can play in supporting families across generations.

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

This episode is sponsored by EY.

EY Family Office Advisory Services has built its approach around the principle that every family is unique. EY tackles the most complex problems alongside families that set the standard. Their team sees the whole system, which ensures families understand the full scope of options and the implications of their choices across governance, tax, technology, risk and operations.

Learn more about the EY approach at ey.com/familyoffice.

Brian Adams is joined by Hunter Guice, Hendrik Jordaan, and Will Chuchawat for a conversation on building and structuring a family office direct investment program.

They discuss defining the investment strategy, attracting and retaining top talent, structuring compensation and carry, establishing governance, and aligning incentives with a family’s long-term objectives.

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

Brian Adams is joined by Judy Lin Walsh, Partner at BanyanGlobal, to discuss how families can assess whether their family office is still serving its intended purpose.

They explore next-generation engagement, governance, leadership, and the importance of regularly evaluating how the family office should adapt as the family grows and changes.

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

For family offices navigating an increasingly interconnected world, diversification is no longer limited to asset classes or investment strategies. Families are also considering where they live, invest, hold assets, establish residency, and build the infrastructure needed to support future generations.

In this panel discussion, Brian C. Adams is joined by a panel of experts to explore the growing conversation around jurisdictional diversification. The group discusses what is driving families to look beyond their home jurisdictions, from access to new opportunities and greater mobility to political, economic, tax, and regulatory considerations.

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