Wealth goals

Planning for the best possible outcome of a business sale

Selling your business isn’t just a transaction — it’s a transformation that requires preparation, the right team and a disciplined approach.

You are enormously successful. Can you stay together as a family?  

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

Andy Unanue on ‘Building Perpetual Wealth’

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.

Setting Children on a Path to Responsible Stewardship

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.

How to exit a family business with purpose, profit and peace of mind

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.