Linda C. Mack, Founder and President, Mack International LLC
Linda Mack, founder and president of Mack International, a premier retained executive search strategic family office consulting firm, will co-lead a private family roundtable session for the Opal Financial Group Family Office and Private Wealth Management Forum to be held January 10-11 in Toronto, Canada.
The Forum is one of Opal's premier events in North America for high net worth individuals and family offices from around the world. Some of the most well established and senior family offices, private investors, money managers and private wealth service providers from around the globe attend for engaging discussions on the latest investment trends and soft issues surrounding current and future family generations.
Linda Mack will co-facilitate a closed-door family breakfast roundtable session with Audrey Robinson, CIO of Waterstreet Capital Counsel Inc. (MFO), Malcom Ross, President, Investaflex Financial Group, and Sandy Loder, Chief Executive, Ah Loder Advisers.
The sessions will begin with an overview presentation followed by breakout groups for interactive discussions among the families about key trends, challenges and best practices related to the topics. The participants will then be invited to share the highlights/interesting perspectives of their respective conversations with the group at large.
"Families enjoy attending these sessions immensely because it provides an opportunity for them to meet and build relationships with one another," said Mack. "It also provides a closed venue in which they can discuss topics of mutual importance, share best practices and learn from each other's experiences."
According to Linda Mack, a number of insights tend to surface during the sessions, such as how important it is to ensure that family office governance practices are consistently aligned with each family's mission, values, needs and priorities in order to best achieve long-term objectives. "Recognition that family offices and family office structures are dynamic organizations is a common theme, for example,? she said.
?Families often discuss the importance of being vigilant in anticipation of -- and throughout -- transitions. As transitions occur or circumstances change, the family office structure needs to be reviewed and adapted to ensure it continues to meet each family's unique needs over time,? Mack added.
Mack International, LLC, headquartered in Chicago, is a global retained executive search and consulting firm serving clients in the family office/wealth management industry on a national and international basis. For more information, visit http://www.mackinternational.com or call 800.976.0015.