Family Office Profiles

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.

When a fourth-generation family sold its thriving real estate business, they faced a pivotal choice: invest together or go separate ways. For Philip Benjamin and his immediate family, the decision led to forming a new family office.

Kyle York, a third-generation entrepreneur from New Hampshire, didn’t inherit a massive pool of capital — he created it. After the sale of his tech firm, Dyn, to Oracle “for a life-changing outcome,” York began shaping a family office that blends startup investing, real estate holdings and philanthropy. His approach highlights how Gen 3 wealth creators can honor family roots while building modern platforms for growth and legacy.

The Lockton family strengthens its legacy by connecting its family business, family offices, and new ventures through shared values, culture, and long-term vision. Marshall Lockton’s Meraki Investments embodies this approach, focusing on people-driven businesses and storytelling to create impact while building sustainable growth.