Family Office Profiles

TFF Traditions Company, an Ohio family trust company, is intentionally building an investment-focused family office while laying the groundwork for broader family office functions as the Fedeli family grows.

Shoebox began as a private trust company created by the Bush family to protect ownership of Bush Brothers & Company, then evolved organically into a true family office by earning buy-in, one shareholder at a time. Today, Shoebox operates as a purpose-built family enterprise designed to preserve stewardship, alignment and continuity across generations.

In her nearly 14-year tenure at Mt. Vernon Investments, Meredith Liner has helped steer the family office through two closely linked transitions: modernizing its technology and reconfiguring its investment operations. She discusses the office’s move from manual Excel reporting to an integrated tech stack and how the upgrade has strengthened family unity.

After serving as COO of Goya Foods, Andy Unanue founded AUA Capital Management in 2004 to professionalize his family’s wealth and ensure long-term security for future generations.

At Vermeer, Senior Family Office Manager Aaron Smith is bridging generations through education, family camps and intentional relationship-building — ensuring more than 80 family members stay connected as both the family and business grow. A second-generation nonfamily employee, Smith is turning everyday questions and shared learning moments into a foundation for long-term unity and stewardship.