The Mack Podcast Educating the Next Generation: Insights from Family Office CLOs
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Sep 5, 2025 Join Sarah Kaufman, Dawn Marie, and Mindy Kalinowski-Early as they delve into the pivotal role of Chief Learning Officers in family offices. Discover how they balance quantitative skills and emotional intelligence to prepare the next generation for leadership. They share insights on bridging generational divides, creating tailored educational approaches, and the importance of human connection amidst digital distractions. Engage with their innovative strategies for fostering family cohesion and aligning investments with values for sustainable wealth transfer.
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Survey Surprise: Gen Z Prefers People
- Sarah surveyed Gen Z family members and found they prefer one-to-one learning with trusted advisors over videos.
- Her $5 Starbucks incentive quickly produced dozens of responses and surprising clarity.
Connection Outweighs Tech Alone
- Despite tech fluency, both young and old crave human connection in learning settings.
- Expect a pendulum toward face-to-face, small curated gatherings over purely digital formats.
Add Governance When It Solves Complexity
- Add governance only when complexity requires formal decision-making and roles.
- Start with mission, vision, values and simple policies before drafting heavy charters.
