Solving Your Challenges

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Ensuring Oversight of Portfolios

How can I ensure oversight of my portfolio when I’m not here?

There is no greater worry than wondering whether your family will get the care and protection of a trusted advisor when you are not there. Cambridge Associates has been advising private families for more than 30 years. Our coordinated investment and fiduciary services bring continuity to managing assets for wealth preservation, estate planning, and intergenerational transition needs.  Fiduciary services are provided by our wholly owned subsidiary, Cambridge Associates Fiduciary Trust, LLC.

We provide trust accounting, disbursement and liquidity, and tax services to trusts including revocable trusts, irrevocable trusts, grantor retained annuity trusts, and charitable trusts. We bring the experience of working with a trusted advisor combined with the longevity and experience of a fiduciary. What does this mean for you? With the seamless integration of investment and fiduciary services, you can simplify your life and enjoy the benefits of a deeply committed and experienced team that understands your needs and those of your family.