While most well known for serving institutional investors, Cambridge Associates serves over 200 private clients and family offices seeking institutional-quality advice. We began working with private clients more than 20 years ago, when a board member of a nonprofit organization approached us to advise on his family’s assets. Today, private clients and family offices represent more than 20% of our client base and are one of the fastest growing segments of our practice. We provide comprehensive advisory services to private clients to meet their near-term liquidity needs while managing longer-term objectives with highly sophisticated portfolios that reflect the best thinking from and our experience with leading investors.
We typically serve private clients in a highly customized, engaged fashion, and independent third-party surveys consistently find our private clients among our most satisfied clients.