Wealth goals

Confronting the classic challenge for a family enterprise as it crosses generations.

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.

Raising responsible stewards starts early, with parents modeling the behaviors and values they hope to instill while teaching children gratitude, discipline and awareness of others. Family office leaders and advisors note that intentional parenting can help kids avoid entitlement and develop the foundations for responsible adulthood.

Whether you're eyeing retirement, planning a legacy or simply ready for a new chapter, how you structure the sale can dramatically shape your financial future.

Family Business Magazine’s Legacy 2025 conference gathered family business owners, family office executives and advisors to explore one of the most enduring challenges in multigenerational enterprise: how to preserve both wealth and purpose across time.