Linda Mack to Speak on Creating a Family Office at the Institute for Private Investors’ Exclusive Fall Forum Sept. 9-10

Date: September 10, 2014 | by Mack International

Linda C. Mack of Chicago-based Mack International will present the ‘Creating a Family Office’ session at the exclusive Institute for Private Investors’ Fall Forum, held Sept. 9-10 in San Francisco.

Chicago, IL (PRWEB) September 10, 2014 —

Linda C. Mack, founder and president of Mack International, LLC, the premier retained executive search and family office strategic management/human capital consulting firm, was selected to present ‘Creating a Family Office’ at the exclusive Institute for Private Investors (IPI)’ Fall Forum in San Francisco, Sept. 9-10, 2014. The session is the eighth of a new yearlong private wealth management class series. Part nine (IX) follows on the second day of the forum.

“Some of the most well-established family offices and private investors attend for two days of engaging discussions and peer-to-peer exchanges on a variety of issues and challenges unique to management of family or multigenerational wealth,” Linda Mack said.

…key decisions a family office need to be revisited to ensure continued alignment with the family’s mission, values and goals as family circumstances and needs evolve.”

According to Mack, the session will focus on a few core topics. “We will explore different family office models and the importance of selecting one that is best aligned with the family’s mission, values and goals,” Mack said. “We will also discuss key considerations involved in making insourcing vs. outsourcing decisions and review a best practice process for successfully recruiting and retaining key talent for leadership positions in the family office.”

“An increasingly competitive market and improved access to information are requiring family offices to keep pace in the recruiting, reward and retention arena,” Mack explained.” Talent management best practices ensure that the organization can successfully attract, develop and retain executives who will make the family office thrive and achieve family objectives.”

“The session will conclude with a case study that illustrates how family offices are dynamic rather than static organizations and inevitably transition over time,” Mack said. “Therefore, key decisions related to creating a family office need to be revisited to ensure continued alignment with the family’s mission, values and goals as family circumstances and needs evolve.”

The IPI Fall Forum includes sessions on complex issues including family legacy, investments and risk management, role of private equity in portfolios, due diligence, tax laws, global markets and hedge funds and the next generation of private wealth holders.

About Mack International

Mack International, LLC, headquartered in Chicago, is a global retained executive search and strategic management/human capital consulting firm serving national and international clients in the family office, family business enterprise and the wealth management industries. Linda C. Mack develops close, consultative partnerships with clients and candidates, and has achieved an exceptional track record of success as evidenced by consistent referrals, repeat engagements and long tenures of candidates placed. For more information, visit www.mackinternational.com or call 800.976.0015.

About the Institute for Private Investors (IPI)

Since its founding in 1991, the Institute for Private Investors (IPI) has provided a safe harbor for families with substantial wealth to learn from each other and leading experts while fostering lifelong relationships with like-minded peers.

Private investors join IPI to become more sophisticated stewards of their wealth and more discriminating purchasers of financial services. Because IPI does not endorse any investment services, strategies or managers, its content is educational, not promotional.

In 2011, IPI was acquired by Campden Media, which serves ultra-affluent business-owning and financial families worldwide. Through its affiliation with Campden Wealth, IPI is the bridge from the U.S. to the private global community of ultra-affluent business-owning and financial families in Asia, Latin America, Europe and the Middle East.

Mack International - Linda Mack Founder and President Executive Search Firm

Subscribe to Mack's Monthly Insights

Linda Mack of Mack International to Speak at Real Estate Investors Summit, April 13-15, in Miami Beach, Florida

Linda Mack of Chicago-based Mack International will moderate a panel on commercial mortgage-backed securities and commercial maturities at the Real Estate Investors Summit, April 13-15 in Miami Beach, Florida. The Dealmakers Conference, produced by Opal Financial Group, focuses on analyzing the opportunities and challenges in today’s real estate market.

Linda Mack of Mack International to Co-chair Opal Financial Group’s Family Office & Private Wealth Management Forum, July 21-23, in Newport, RI

Linda Mack of Chicago-based Mack International will co-chair the Family Office & Private Wealth Management Forum, July 21-23, at the Hyatt Regency Newport in Newport, Rhode Island. The forum, designed for high-net-worth individuals and family offices in North America, was developed by the Opal Financial Group.

Linda Mack of Mack International Moderates Recruitment and Retention Trends Panel at the June Financial Research Associates Summit in New York, June 8-9

Linda C. Mack of Mack International LLC, moderated a panel discussion on family office recruitment and retention strategies during the Financial Research Associates’ 2015 Sustainable Family Office (SFO) Wealth Operations & Performance Summit: “Implementing Structure, Services and Governance for Generational Success” held June 8-9 at The Princeton Club in New York.

Linda Mack of Mack International was asked to lead a Family Office Roundtable for a Campden Wealth Forum held in Minneapolis, June 14 and 15, 2023

Linda Mack of Mack International was asked to lead a Family Office Roundtable for Campden Wealth’s ‘Annual Families Investing with Impact and Innovation Forum’ held in Minneapolis, MN., on June 14 and 15, 2023.

Mack International - Retained Executive Search and Human Capital Talent Management Consulting Firm

Premier Retained Executive Search & Strategic Human Capital Consulting Firm

For single and multi-client family offices, family enterprises, and the full spectrum of wealth and investment management and financial services firms that serve ultra-high-net-worth individuals and family offices.

Social Media Links
Office Locations
West Palm Beach, FL
Nashville, TN
Dallas, TX
New York, NY
Chicago, IL