What is the Role of a Family Office CIO?
In this episode of The Investor Relations Podcast, Josh Wilson speaks with Brian Adams about the evolving investment strategy of single family offices—particularly the shifting role of the Chief Investment Officer (CIO). Brian outlines a growing trend: moving away from traditional active management and toward more direct, collaborative investment approaches.
Family offices are increasingly building in-house investment capabilities focused on co-syndication, direct deal flow, and partnering with other families or sponsors. This pivot is often driven by a desire for greater transparency, reduced fees, and improved post-tax outcomes. The conversation offers a clear look at how families are reshaping their approach to capital deployment in today’s market.
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Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional 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 are encouraged to consult their own compliance teams, legal counsel, 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.