From Founder to Steward: Navigating Wealth Beyond Entrepreneurship

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.

Creating Space for Connection: The Rise of Multi-Generational Travel

In this episode of The Mack Podcast, Brian C. Adams sits down with luxury travel advisor Amira Bixby to explore how the travel landscape has evolved for high-net-worth individuals and families. Drawing on her background on Wall Street and her experience designing bespoke travel experiences around the world, Amira shares insights on emerging destinations, the realities of luxury travel pricing, and why trusted advisors have become increasingly valuable in an era of complexity and rising demand. The conversation also examines the growing popularity of multi-generational travel, balancing unique experiences with practical considerations, and how thoughtful planning can help families create lasting memories together. To learn more about Mack International, please visit www.mackinternational.com This episode is sponsored by Ultimate Resumes and BanyanGlobal Family Business Advisors. Founded by Liz Handlin, Ultimate Resumes helps professionals transform their resumes into powerful career marketing tools. Through an in-depth consultation process and strategic storytelling, they help clients clearly articulate the value they bring to potential employers, boards, and leadership teams. Learn more at ultimateresumes.com. 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.