Family Office Profiles

After more than 20 years at a multigenerational family office, Wendy Craft became CEO of the Elle Family Office. Serving a first generation family. She is establishing its structure, creating long-term governance plans, and working to engage the teenage next generation in wealth education.

When Richard Reese retired in 2013 after 30 years of leading storage and information management company Iron Mountain, he shifted gears to form Fermont Capital. He discusses how he approached setting up his family office.

Family office Miramar Services was created in 2002 to support the Scripps family. Cyndi Chiaro, general counsel of Miramar, delves into the formation and structure of the family office.

Abacus & Associates is a family office that has evolved from a wealth generation enterprise to a wealth preservation cooperative serving 75 family members, emphasizing shared services, personal financial advice, and maintaining the family's historical memory. President and CIO Robert Raich talks about leading the family office through generational and technological transitions.

After four decades of ownership, Tom Pepin sold Pepin Distributing in 2021. Now the Pepin family is starting a new chapter — forming the Pepin Family Office and hiring Tom Lee, former president of the Florida State Senate, to lead it. Tom Pepin; his daughter Tina Pepin, executive director of the Pepin Family Foundation; and Tom Lee, the incoming leader of the family office, discuss the origins and goals of the family office.