Unlocking New Opportunities for Family Investors Through Private Funds
Sheetal Zundel, Elisabeth Lind, CFA
Private Clients & Family Offices
We create tailored solutions that aim to meet the complex requirements of private clients and family offices, helping their wealth to grow and legacies to continue.
Why Cambridge Associates?
Our dedicated investment teams draw on deep experience in the management of private wealth to build custom portfolios from the ground up based on each client’s distinct objectives. We approach our clients’ goals as if they are our own. Informed by solid investment principles, every portfolio is designed to realize unique, meaningful outcomes for each client.
*As of December 31, 2023.
*Cambridge Associates typically works with families and family offices with a minimum portfolio size of $125 million.
How We Serve Private Clients
We serve a community of families around the world, providing:
With four decades of experience supporting private clients and family offices, we’ve learned that no two families are alike. Explore our library of case studies to learn how our experienced team builds custom portfolios to meet the needs of each client and their distinct circumstances, wherever they may be in their investment journey.
Whether you’re a first-generation wealth creator, a family trustee, a business owner, or a fifth-generation family member, we can help you. We’ll navigate the complexities of long-term investing to build and preserve your assets for you and your future generations.
Our clients include:
Private fund investing may be key to unlocking opportunities and diversifying your investment strategy. In this video, Elisabeth Lind, Managing Director in the Private Client Practice, discusses how a balanced approach that combines direct investments with a carefully constructed portfolio of private funds can help family investors make the most of their opportunity set.
Connect with the Private Client Practice
Senior Business Development Director, Asia
Featured Private Client Insights
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