The Total Portfolio Approach to Asset Allocation

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

What Family Offices Really Look for in Investment Managers

How do family office investment committees evaluate, select, and monitor investment managers? In this panel discussion, Brian Adams is joined by investment leaders Alexander Schmidt, Yehuda Spindler, and Vadym Doroshenko to explore what happens behind the scenes when family offices assess external managers and make allocation decisions. The conversation examines the manager selection process from the initial meeting through due diligence, portfolio construction, ongoing monitoring, and eventual termination decisions. Panelists share how they identify genuine sources of alpha, evaluate competitive advantages, assess manager fit, and balance concentration with diversification. They also discuss common red flags, the importance of process discipline, and how investment committees navigate both quantitative analysis and human judgment when making investment decisions. 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.

Private Healthcare, Global Travel, and Medical Preparedness

For many families, healthcare planning is often treated as a reactive exercise—something addressed only when a problem arises. But as families become more mobile, global, and complex, medical preparedness requires a more proactive approach. In this episode, Dr. Christopher Sidford shares lessons from decades in emergency medicine, military operations, and advising ultra-high-net-worth families. The conversation explores common misconceptions about concierge healthcare, the realities of medical risk while traveling, and practical steps families can take to better prepare for emergencies. Dr. Sidford also discusses the growing influence of misinformation, the promise and limitations of AI in healthcare, and the foundational habits that continue to have the greatest impact on long-term health and resilience. 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

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.