The Mack Podcast

Chris Brimsek, managing partner advising firms on strategy and succession. David Sawyer, founder specializing in GP-stakes underwriting and AI for alternatives. John Lueken, multifamily office executive focused on partnership structuring. They discuss GP stakes versus LP investments, underwriting signals and valuation, governance and key-person risk, direct versus fund access, and sizing GP-stakes within private equity allocations.

Bill Bogart, former family office CIO who builds relationship-focused development plans, and Kit Case, trainer for rising leaders in ultra-wealthy families, discuss next-gen preparation. They explore why episodic education fails. They cover risks of delaying preparation. They outline four capital buckets and the role of conflict-free, long-term mentorship in turning ownership into stewardship.

Featuring Vadym Doroshenko, UAE family office leader; Joel Goschalk, restructuring and risk specialist; Mehul Chavda, family office executive across India and Houston; Rodrigo Garcia, Tata Pata Holdings capital allocator; and Shaun Parkin, family office advisor and publisher. They discuss how investment committees form and govern, decision-making styles and voting mechanics, reporting that actually informs action, and systems for discipline, escalation, and independent oversight.

Joe Bell, advisor to single-family offices focused on co-investments and liquidity planning. Dana Baines, private markets distribution leader making direct deals accessible to UHNW and institutional clients. They discuss why direct secondaries matter now. They explain tender mechanics, types of secondaries, allocation scarcity, diligence limits, rising family office allocations, and hot sectors like AI and defense tech.

Richard Wolkowitz, founder advising families on generational continuity; Susan Schoenfeld, former trust lawyer and CPA focused on legacy and stewardship; Bill McLean, adviser on ownership transitions; Jennifer Strom, consultant on family dynamics and decision-making; Mark Tepsich, UBS advisor on building family offices. They discuss why governance matters, how the process beats the paper, engaging multiple generations, handling hard conversations, and keeping governance practical and reviewable.

Dr. Dave Marcovitz, psychiatrist and co-founder of Valence who blends clinical care with leadership coaching. He discusses how mental health and leadership shape multigenerational family systems. Conversations cover cascading leader effects, human capital as asset, identity and addiction risks, assessment dashboards, integrated care models, and scaling with tech and AI.

John Russo, former family office CEO who protects families from legal and financial risk. James Rosebush, veteran advisor and outsourced CEO with decades in multigenerational strategy. Jennifer Strom, systems therapist focused on family dynamics in family enterprises. They discuss distribution policy philosophy, governance structures, beneficiary education, balancing protection versus perceived control, and real-world family office frameworks.

Matt McClintock, founder of The Bespoke Group and former estate planning attorney for ultra‑high‑net‑worth families. He discusses how Bitcoin and digital assets forced a rethink of traditional wealth structures. Short takes cover family office governance, multijurisdictional planning, custody and trust design, and balancing legacy, privacy, and purpose across generations.

Allen Injijian, tax attorney and multifamily office partner; Ray DiNunzio, builder of embedded family office operations from a banking and asset management background; Timothy Ladin, long-time single-family office general counsel. They explore why embedded family offices are rising. They tackle structure tradeoffs, talent and tech pitfalls, governance and fiduciary tensions, privacy vs shared resources, and risks of poor design.

Donald, former investment banker and family office COO, shares operational governance insights. John Russo, family office operator and ex-gallery exec, discusses collecting strategy. Ann Priftis, gallery owner and appraiser, covers valuation and stewardship. Samantha Anderson, art lawyer, focuses on legal safeguards. Ron Fiamma, insurance specialist, explains risk and underwriting. They talk market shifts, provenance, insurance, stewardship, conflicts, and new collectible categories.