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Private Clients & Family Offices

Custom solutions built for complex family wealth

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.


  • 270+ private clients across the globe*
  • 27% of the firm's client base is private families*
  • 75+ private client senior investment professionals*

Why Cambridge Associates?

A commitment to your goals

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.

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How We Serve Private Clients

Our strengths are rooted in meeting family wealth needs

We serve a community of families around the world, providing:

  • Advice from a privately held, independent investment firm
  • Deep client partnerships, grounded in customized service and one-of-a-kind portfolios
  • Access to promising investment ideas through our global platform of manager relationships

Each client has a distinct story

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.

Our clients represent a diverse mix of circumstances and needs

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:

  • Investor types: Wealth owner, family office, trustee
  • Industry background: consumer goods, entertainment, finance and investment management, manufacturing, real estate, technology
  • Wealth situation: business ownership, business sale, generational transition, governance structure change, investment staff change, liquidity event, shifting priorities, transfer of assets

The importance of portfolio stress testing to navigate liquidity challenge

Many investors don’t think about liquidity risk until something goes wrong. At Cambridge Associates, we know that careful planning is key to managing liquidity demands, which can emerge rapidly from inside and outside a portfolio.

Adam Barber, Senior Investment Director in our Private Client Practice, explains the importance of challenging the assumptions you may be making within your portfolio, and how to incorporate your unique circumstances into a portfolio stress test.

Connect with the Private Client Practice

Edwina Ho

Senior Business Development Director, Asia

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How can we help build the right portfolio for you?
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