Technology's Role and What 'Good' Looks Like

Brent Sullivan, independent industry analyst and author of Tax Alpha Insider, joins us to discuss how families and family offices can embed tax awareness directly into portfolio design — not as a year-end exercise, but as an ongoing discipline.

This conversation moves beyond position-specific strategies and focuses instead on structure: how taxable portfolios are engineered, monitored, and coordinated across households and entities.

To learn more about Mack International, please visit www.mackinternational.com