How Entrepreneurs Are Reimagining the Family Office

How Entrepreneurs Are Reimagining the Family Office

What happens after the liquidity event? For many founders, the answer is no longer traditional wealth preservation — it’s building a new platform for investing, operating, and creating long-term impact. In this episode of the Mack Podcast, Brian Adams is joined by Josh Roach, Zach Lane, Doug Johnson, and Josh Rosenthal for a wide-ranging conversation on the emergence of founder-led family offices and capital platforms. They explore how today’s founders are approaching direct investing, governance, talent, generational engagement, and capital formation differently than traditional multi-generational family offices. The discussion covers everything from co-investing networks and niche expertise to AI, venture ecosystems, relationship-driven deal flow, and the evolving role of family offices as operating platforms. 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.

From Founder to Steward: Navigating Wealth Beyond Entrepreneurship

What happens after the liquidity event? In this episode, Brian Adams sits down with entrepreneur and investor Monte Lee-Wen to discuss the often-overlooked transition from wealth creation to wealth stewardship. Monte shares his perspective as a first-generation wealth creator, reflecting on the mindset shift from operator to allocator, the realities of building a family office, and why governance, community, and trusted peer networks are essential for sustaining multi-generational wealth. The conversation explores the “loneliness tax” many principals experience, the true cost and complexity of running a family office, common mistakes families make after a liquidity event, and why family dynamics can be just as important as investment strategy. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by In Three Generations. In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention. Learn more at inthreegenerations.com

AI Adoption in the Family Office

Artificial intelligence is rapidly changing the way family offices think about operations, data, reporting, and decision-making — but where does adoption really stand today? In this episode, a panel of family office technology and operations leaders explores the current state of AI adoption, practical use cases, governance considerations, and the opportunities and risks family offices should be thinking about as the technology continues to evolve. 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.

Stewardship, Responsibility, and the Next Generation of Wealth

In this episode of The Mack Podcast, Brian Adams sits down with Frazer Rice, Director of Family Office Services at Next Capital Management, to discuss what happens after trusts and estate plans are established. Their conversation explores how families can prepare beneficiaries to understand wealth, responsibility, and stewardship long before they inherit assets. They examine the importance of financial education, communicating the purpose behind estate planning structures, introducing beneficiaries to fiduciaries and advisors, and helping younger generations develop a sense of responsibility that extends beyond personal wealth. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by In Three Generations. In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention. Learn more at inthreegenerations.com

Captive Insurance and Family Offices: Taking Control of Risk

Captive insurance companies have become an increasingly valuable tool for family offices seeking greater control over risk, insurance costs, and long-term planning. In this panel episode, Brian Adams is joined by Paul Vogelgesang and Yvette Connor to explore how captive insurance structures work, when they make sense, and the key considerations families should evaluate before moving forward. The conversation covers governance, regulatory oversight, risk transfer, IRS scrutiny, and the role captives can play in broader family office strategies. Paul and Yvette also share practical lessons from their experience helping organizations design and manage captive insurance programs. 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.