Family Office Profiles

Zell Family Office head: Wealth is ‘concentrated potential’

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.

Co-Investing, Direct Investing, Venture Philanthropy: The Valkin Group

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.

Modernizing a Family Office

Josh Miller, the non-family CEO of a multigenerational single-family office, is working to modernize the office for the long term. He highlights challenges like selecting cost-effective tools and staying adaptable to changing family needs and values.

The ‘Not For Sale’ Promise

Anthony R. Contrucci leads the family office for the Schrage family, owners of First Bancshares, Inc. and Centier Bank, headquartered in Merrillville, Indiana. He talks about how a commitment not to sell the family businesses led to the creation of the family office.

More Effective Family Communication: Beth Chapman of the Cathy Family Office

Beth Chapman is family services lead for the Cathy Family Office, part of the Chick-fil-A Corporate Support Center, where she assists with effective family communication, including overcoming the challenges that arise when the number of family members increases.