Unlocking New Opportunities for Family Investors Through Private Funds
Sheetal Zundel, Elisabeth Lind, CFA
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.
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.
*As of 31 December 2023.
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.
The importance of portfolio stress testing to navigate liquidity challenges
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.
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.
Gretchen M. Curry
Global Head of Private Client Practice
Chris Ivey
Head of European Private Client Practice
Heather Jablow
Head of the Private Client Practice, North America
Connect with the Private Client Practice
Sheetal Zundel
Senior Director, Private Client Practice
Featured Private Client Insights
The latest insights from our global investing experts