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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.

 

  • 265+ private clients across the globe
  • 28% of the firm's client base is private families
  • 65+ 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.

 

*Cambridge Associates typically works with families and family offices with a minimum portfolio size of $125 million or equivalent.

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

Our investment portfolios are tailored to the risk and return objectives of each individual client. When investing assets as an independent, privately owned firm, we sit on their side of the table and view the investment world with the family’s objectives at the forefront.

Chris Ivey

Head of European Private Client Practice

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
  • Type of investment structure: Specialized investor fund, Trusts, RAIF, Alternative Investment Fund, SIVAC, OEIC, Unit Trust, Insurance Wrappers, etc.

Investment Planning for Business Owners

Whether actively running their company or beginning to step away from day-to-day oversight, entrepreneurs and business owners often face similar challenges as they focus more on investing their hard-earned capital.

Watch our most recent video or explore our insights to learn more about how Cambridge Associates helps clients address these challenges early on and in a thoughtful manner.

Meet our private client leadership team

We believe that our firm’s principles and purpose attract some of the industry’s finest investment professionals — individuals of exceptional intellect, character, and capability. Across our organization, in every role and function, our people are dedicated to investment excellence and committed to client success.

Connect with the Private Client Practice

Sheetal Zundel

Senior Director, Private Clients & Family Offices

Let's talk

How can we help build the right portfolio for you?
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