Family Office Profiles

Karman Beyond was founded out of the realization that Turkish families like Özge Doğan’s needed a tailored, holistic approach to wealth management, rather than one-size-fits-all products offered by financial institutions.

Patricia Saputo, a third-generation member of the family that founded Canadian company Saputo Inc., has been working with her family office since 1998. Today, she is CEO of that family office, and she works to help other families with education through Crysalia, the advisory firm she co-founded. She is also chair of Tiger 21 Montreal, an ultra-high-net-worth peer group. She talks about the evolution of her family’s family office, and her role in it.

For JM Elder, it all started with some questions and a Google search. Today, family office Wellspring Family Group, where he is president and chief investment officer, uses an endowment model to centralize and pool family assets, allowing for more consistent tax planning and unified management, despite the complexity of co-owned assets and multi-family partnerships.

The mission of the Zell Family Office is to "steward well-being" by integrating financial capital into family members' lives, fostering personal growth and community engagement, says Scott Peppet, president of the Chai Trust Company. He warns that failing to do so can lead to dependency or inaction, resulting in lost potential for both the family and society.

The Valkin Group is a single family office and investment holding company with global interests in media, fashion, real estate, private equity, films and trading. It has operations in New York, London, Singapore and Hong Kong, employs a staff of 13 people and represents Harishchandra’s immediate family. Chairman and CEO Vishal Harishchandra talks about the formation of — and plans for — the family office.