Inside a family office, the investment committee plays a central role in how capital is allocated, risk is assessed, and decisions are ultimately made. While often viewed as the primary decision-making body, this characterization can be misleading…
Linda C. Mack, and Mack International were recently shortlisted in two categories by the 13th annual 2026 Family Wealth Report awards. Categories include best Wealth Management Executive Search Firm and top Women in Wealth Management. Winners will be announced in New York City, in April.
Distribution policy sits at the intersection of capital, governance, and family dynamics inside a family office. Decisions about when, how, and under what conditions capital is distributed shape not only financial outcomes, but also family culture, expectations, and generational behavior.
Mack International has been shortlisted in two categories by the With Intelligence Private Asset Management Awards: Best Business Consulting Firm for Family Offices and Women in Wealth Advocate of the Year 2025.
As families grow more complex – spanning operating businesses, diversified investments, multiple jurisdictions, and generations – many find that traditional trust structures were not designed to manage that level of coordination and continuity. In response, a growing number of ultra-high-net-worth families are turning to Private Trust Companies (PTCs)…
Geographically dispersed families, increasingly sophisticated portfolios, and shifting regulatory and tax regimes are driving a significant trend: family offices are multiplying their footprints across jurisdictions.
Most organizations look at succession planning as a vertical ladder, which, against the backdrop of the $124 trillion great wealth transfer currently in motion, inevitably leads to a conversation about the next or rising generation.
Linda Mack of Mack International was interviewed in the September publication of ThinkAdvisor on “What Ultra-Wealthy Clients Really Want from Advisors.”
Families on a journey of professionalization often look to institutional models for best practices and cycle-tested modalities, including well-developed governance structures with independent board members. The role of board members has evolved to one that is very strategic in helping families shape and achieve their long-term objectives.
Family offices are increasingly adopting robust governance structures, strategic human capital plans, and family vision, values, and mission alignment programs to keep the family thriving for generations.
Family governance has always been important, but in today’s increasingly complex geopolitical, investment, and regulatory landscape, it is critical. Today’s stewards of generational wealth are contending with shifting demographics, increasingly dispersed family members, and varying perspectives on asset allocation and portfolio construction.
Conventional wisdom suggests that success is associated with the ability to specialize in a single field of expertise. However, in family offices, where the intersection of financial, human, social, intellectual, and reputational capital requires deeply intertwined decision-making…
Linda Mack and Brian Adams of Mack International joined a panel on Family Office Compensation and Talent: 2025 Trends and Planning exploring compensation strategies and talent management approaches hosted by Katten.
Linda Mack and Brian Adams of Mack International were featured on a March 28th webcast sponsored by Family Enterprise USA on the evolving landscape of family offices based upon a talent predictions article for 2025.
As families grow and their requirements become more complex, members often unknowingly create an embedded family office to benefit from the skills, expertise, and capacity of the operating business to support the family.
As the family office ecosystem continues to mature in terms of sophistication, innovation, and public orientation, so too does the respective investment portfolio…
Linda Mack and Mack International have been selected as a finalist in four categories for the 12th Annual 2025 Family Wealth Report Awards.
In an increasingly competitive market for sophisticated and experienced professional and investment talent, family offices are seeking and applying new approaches to attract and retain top level executives.
How shifting geopolitics, demographics, and investment strategies are impacting talent management.
Linda Mack of Mack International has been shortlisted in two categories by the With Intelligence Private Asset Management Awards: Best Business Consulting Firm for Family Offices and Women in Wealth Advocate of the Year 2024.
Linda Mack of Mack International led a thematic roundtable on Family Office ‘Remuneration, Recruitment, and Retention’ at Campden Wealth’s 19th Annual North American Family Office Forum November 20 and 21 in West Palm Beach, FL.
As many of the world’s largest economies experience a mass exodus of ultra-high-net-worth individuals and families, the United States continues to attract more billionaires than ever before.
Obtaining and retaining talent has always been difficult for family offices. These are inherently idiosyncratic organizations that require professionals with a distinct set of technical competencies…
Linda Mack of Mack International was a guest on a webcast sponsored by FEUSA on August 15, 2024. The topic was “Questions to Consider before Hiring C-Suite Talent for a Family Office” and how to preserve a legacy in dealing with rising generations.
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.