Family Office Profiles

Over the past two decades, Michelle Clements has helped her family navigate significant transitions, including the creation of Synergy Trust Partners, LLC, a private family trust company. Today, as chairman of the board, Clements is focused on preparing the family for the future while also sharing her experience with others outside the family.

Family offices have traditionally kept investing and philanthropy in separate lanes. Zoma Lab, the family office of Ben and Lucy Ana Walton, takes a more integrated approach, deliberately connecting the two so they complement one another.

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.