Preparing Responsible Owners: How Families Build Lasting Stewardship

Preparing Responsible Owners: How Families Build Lasting Stewardship

When should families begin talking about wealth? And what should those conversations actually look like? In this episode, Brian Adams sits down with Ken Ude to discuss why preparing the next generation requires far more than sharing financial information. They explore how families can use storytelling, education, and intentional communication to build responsible owners who understand both the opportunities and responsibilities that accompany wealth. To learn more about Mack International, please visit www.mackinternational.com

The Next Wave of Robotics Investing

Robotics has become one of the most talked-about investment themes, but where does the real opportunity lie? In this episode, Brian Adams is joined by Jeff Burnstein, President of the Association for Advancing Automation; Collin Groves, Partner at BD Ventures; and Collin Sebastian, CEO of En Verite AI and former CTO of SoftBank Robotics, for a discussion on the current state of robotics investing. They explore the realities of adoption, the impact of AI on robotics, where venture capital and family offices are deploying capital today, and the biggest challenges facing the industry—from systems integration and manufacturing to policy and talent. To learn more about Mack International, please visit www.mackinternational.com

Understanding Net Asset Value (NAV) Financing for Family Offices

In this episode of The Mack Podcast, Brian Adams sits down with Alex Branton, Managing Partner of Nodem Capital, to explore the growing role of net asset value (NAV) financing in family office portfolio management. As private market holding periods continue to lengthen and liquidity remains constrained, Alex explains how sophisticated family offices are using NAV financing as a strategic tool to access capital without selling high-quality assets at a discount. Together, they discuss how NAV financing compares to secondary sales and other liquidity solutions, common use cases, key underwriting considerations, and the questions families should ask when evaluating a financing partner. 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

The Total Portfolio Approach to Asset Allocation

Traditional asset allocation has long been the standard for portfolio construction, but many family offices are beginning to question whether it's the right framework for today's investment landscape. In this panel discussion, Brian Adams is joined by Musan Duric, Alex Herman, and Vadym Doroshenko to explore the Total Portfolio Approach (TPA)—an investment philosophy that evaluates every opportunity based on its contribution to the overall portfolio rather than fitting investments into predetermined asset class "buckets." The conversation explores why more family offices are adopting this mindset, how TPA differs from traditional strategic asset allocation, the role of liquidity, governance, and risk management, and practical considerations for implementation. To learn more about Mack International, please visit www.mackinternational.com

The Role of Shared Experiences in Family Legacy

In this episode of The Mack Podcast, Brian Adams is joined by Emily Margolis, Head of Lifestyle Services within the Family Office Practice at JPMorgan Private Bank, and Karen McGee, President of Valerie Wilson Travel. They explore how travel and lifestyle services are becoming increasingly important tools for family offices seeking to strengthen family bonds, support governance objectives, and create meaningful multi-generational experiences. The conversation examines the evolving definition of luxury travel, the growing demand for authentic and wellness-focused experiences, and how families can approach travel with greater intentionality as part of their long-term legacy planning. 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