Join us each week as we discuss trends shaping the family office landscape, featuring conversations with top industry professionals.
To learn more about Mack International, please visit www.mackinternational.com.

by Brian Adams

Join us each week as we discuss trends shaping the family office landscape, featuring conversations with top industry professionals. To learn more about Mack International, please visit www.mackinternational.com.
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Publishing Since
9/10/2024
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June 5, 2026
<p>Artificial intelligence is rapidly changing the way family offices think about operations, data, reporting, and decision-making — but where does adoption really stand today?</p><p>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.</p><p>To learn more about Mack International, please visit www.mackinternational.com</p><p>This episode is sponsored by BanyanGlobal Family Business Advisors.</p><p>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.</p>

June 4, 2026
<p>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.</p><p>To learn more about Mack International, please visit www.mackinternational.com</p><p>This episode is sponsored by In Three Generations.</p><p>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.</p><p>Learn more at inthreegenerations.com</p>

May 29, 2026
<p>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.</p><p>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.</p><p>To learn more about Mack International, please visit www.mackinternational.com</p><p>This episode is sponsored by BanyanGlobal Family Business Advisors.</p><p>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.</p>
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Christina Wing
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Join us each week as we discuss trends shaping the family office landscape, featuring conversations with top industry professionals.
To learn more about Mack International, please visit www.mackinternational.com.
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