In this conversation, Brian Adams and Charmaine Tang explore the complexities of family dynamics in wealth management, focusing on the concept of the 'next gen sandwich' and the challenges of succession planning. They discuss the importance of open communication, the role of technology in bridging generational gaps, and strategies for facilitating difficult conversations within families. Charmaine emphasizes the need for a structured approach to discussions, highlighting the significance of third-party advisors in navigating sensitive topics. The conversation also touches on the evolving landscape of family offices and the necessity for families to adapt to changing dynamics as they manage their legacies.

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

In this episode, Dr. Paul Hokemeyer shares his journey from corporate bankruptcy lawyer to family wealth therapist, offering insights into the intersection of mental health and wealth. He examines the challenges faced by ultra-high-net-worth families, including issues of identity, isolation, and the impact of personality disorders like narcissism.

Dr. Paul emphasizes the importance of cultural competency in mental health care for affluent individuals and explores the shift toward a holistic approach to wealth management that integrates emotional well-being. He also addresses neurodiversity within wealthy families, advocating for greater understanding and support.

In this conversation, Brian Adams hosts Celine Fitzgerald and Kristen Heaney, who share their personal journeys in the family office space. They discuss the evolution of family offices, the challenges of defining success, and the importance of peer learning and community support for the rising generation. The conversation highlights the need for tailored approaches to different generational needs and the significance of legacy and family dynamics.

For more information on the RisingGen Peer Group, please complete the interest form here: https://9gk4m7li.paperform.co/

For more information about Mack International please visit www.mackinternatinal.com.

In this conversation, Brian Adams and John Zimmerman delve into the complexities of shifting from a family business to a family financial enterprise. They discuss the importance of planning for liquidity events, the emotional aspects of selling a business, and the need for governance and distribution policies. John shares insights from successful family transitions and emphasizes the significance of holistic wealth management approaches that go beyond mere investment returns.

In this conversation, we sit down with Josh Gentine to explore the intricate dynamics of family businesses and the importance of communication, governance, and alignment in ensuring family harmony and successful transitions across generations. Josh shares his insights from his experience as a family business and family officer advisor, emphasizing the need for families to invest in understanding one another and to implement effective governance structures that reflect their values and goals. The discussion highlights the challenges families face, the role of independent oversight, and the shift from viewing a family business as merely a business to embracing it as a 'business family.'

For more information about Mack International please visit www.mackinternatinal.com.

In this conversation, Joe Bell examines how family office investments have evolved in the aftermath of COVID. He talks about the shift in investment strategies, including the growing interest in sectors like AI and sports teams, and the emotional factors that come into play with these types of investments. He also emphasizes the importance of estate planning and tax strategies as families manage their wealth. The discussion touches on current liquidity challenges and looks ahead at the trends that could shape the future of family office investing.

For more information about Mack International please visit www.mackinternatinal.com.

In this episode, R. Adam Smith shares his insights on the evolution of family offices and family enterprises, focusing on how collaboration, strong governance, and a shared sense of passion are key to their long-term success. He discusses the challenges of navigating complex investment strategies and the need for families to evolve with a shifting financial landscape while safeguarding their legacies. The conversation also touches on the importance of aligning values and culture within family offices to create lasting impact and sustained prosperity.

For more information about Mack International please visit www.mackinternatinal.com

Brian C. Adams and David Wells delve into the shifting dynamics of family offices, highlighting the critical role of intentionality, cultural alignment, and thought leadership in wealth management. Drawing from his extensive experience in the family office sector, David shares valuable insights, emphasizing the importance of relational engagement and clarity around family goals and values. Their conversation explores how family offices can foster effective long-term planning and examines the pivotal influence of culture in shaping family dynamics and legacy.

Learn more about Mack International at www.mackinternational.com.

Join us as we delve into the distinct challenges confronting the next generation of ultra-high-net-worth families. Jake Knight, co-founder of Enclave, highlights the necessity of cultivating safe and inclusive spaces where these individuals can connect, share their journeys, and address the intricate dynamics of family and wealth. This discussion explores the pivotal role of empathetic advisors, the power of community, and the importance of fostering an environment that supports personal growth and transformation.

Learn more about Mack International at www.mackinternational.com.

This conversation explores the evolution of philanthropy, emphasizing the growing importance of impact in charitable giving. Kim Ledger and Sarah Rhodes discuss various charitable vehicles, including family foundations and donor advised funds, and how families can navigate these options effectively. They highlight generational shifts in philanthropy, governance structures, and best practices for engaging the next generation in philanthropic efforts.

Learn more about Mack International at www.mackinternational.com.