What Aspiring CIOs Should Know About Family Office Careers
In this episode of The Investor Relations Podcast, Josh Wilson and Brian Adams explore what it takes to become a future Chief Investment Officer (CIO) in the world of family offices. Whether you're aiming for a single-family office, multi-family office, or institutional hybrid structure, the path to CIO is both competitive and nuanced.
Brian explains that while institutional experience—such as investment banking or hedge fund training—can be foundational, it’s broad, cross-asset knowledge and relationship credibility that matter most. Family offices increasingly seek generalists with exposure to multiple investment structures, market cycles, and asset classes. For professionals who want to thrive in this space, the ability to move across strategies, build trust, and participate in peer-to-peer deal flow is critical.
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Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners should consult their own legal counsel, compliance teams, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
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Brian Adams
Partner, Mack International
Brian Adams is a Partner at Mack International, specializing in C-suite executive search and human capital consulting for family offices and enterprises. He currently serves on the board of Sirrom Partners LP, a single-family office, and is the host of the Mack Podcast, which provides expert insights and industry updates for family office professionals. In addition, Brian is the Co-Founder and Co-Chairman of Fortaleza, a global network of family office professionals committed to service and generational leadership, and the Co-Founder of Somos22, which connects single-family offices through curated events and experiences. He has held leadership roles in YPO and has previously been involved with the Institute of Private Investors and the Southeastern Family Office Forum. Alongside his family office expertise, Brian Co-Founded two real estate private equity firms and has a background as a former practicing attorney.