The Mack Podcast: Recent Episodes
Brian Adams
Introducing The Mack Podcast, your trusted source for valuable insights and strategies in the world of family offices. Sponsored by Mack International, this podcast dives deep into the trends shaping wealth management, executive leadership, and human capital in family enterprises. Whether you're in wealth advisory, investment management, or supporting ultra-high-net-worth families, this is your resource for expert conversations and industry updates. New episodes available every Tuesday.
To learn more about Mack International, please visit www.mackinternational.com.
Today, Brian is joined by John Castrucci and Ben Berger from RSM's family office practice. RSM is the leading U.S. provider of assurance, tax and consulting services focused on the middle market.
In this episode, they discuss how RSM defines and works with family offices, focusing on the needs of families throughout their wealth journey. They emphasize the importance of a holistic approach that goes beyond traditional accounting services and includes succession planning, governance, and operational aspects. The conversation also touches on the role of technology in family offices, the transition to the next generation, and emerging trends in the industry.
For more information on Mack International, please visit www.mackinternational.com.
In this episode, Brian C. Adams is joined by Angelo Robles, Founder of Family Office Association (FOA).
In this conversation, Angelo draws from his extensive experience with dynastic families, highlighting the crucial roles of culture, governance, and engagement across generations. He provides actionable advice for revitalizing struggling family offices, stressing the importance of fostering a strong culture, clear purpose, and accountability.
For more information on Mack International, please visit www.mackinternational.com.
In this conversation Brian is joined by Cindy Steeb. Cindy has worked in the family office/family trust company space for more than 25 years. She worked for four single family offices with increasing responsibility before launching her own consulting firm in 2017. She also wrote the very first draft of what is now the Ohio Family Trust Company Act. To share her perspective on private family trust companies, Cindy wrote Preserving Multigenerational Wealth: How a Private Family Trust Company Can Promote Family Harmony & Positive Family Dynamics which was published earlier this year.
For more information on Mack International, please visit www.mackinternational.com.
In this conversation, Brian C. Adams interviews Mohamed, the founder of Nines, a software company that helps families manage their homes and staff. Mohamed shares his background as a personal trainer for ultra-high-net-worth individuals and how that experience led him to create Nines. They discuss the complexity of managing multiple properties and the need for a centralized solution. Mohamed explains how Nines helps families organize and communicate with their staff, improving efficiency and reducing turnover. The conversation highlights the importance of running a household like a business and the challenges faced by wealthy individuals in managing their assets.
For more information on Mack International, please visit www.mackinternational.com.