Cambridge Associates

• Working Together

  • Unique Issues
  • C|A Wealth Advisory
  • C|A Specialized Expertise
    • Alternative Assets
    • Mission-Related Investing
    • Additional Services
  • C|A Global Research

• Peer Data

• Case Studies

We advise our clients on specialized basis to support the success of the broader investment program.

In the course of advising private clients, we often address matters that require specialized strategies or recommendations, such as:

• Developing a strategy to handle concentrated stock in a portfolio. We can recommend a hedging strategy or approach that will help minimize the risk of a concentrated holding. We recognize that there are often loyalties or sentimental attachments to concentrated holdings and we seek to take those preferences into consideration while managing the portfolio risk. We will also provide an independent evaluation of plans developed by investment banks or brokers.
• Proposing a family office governance structure. Optimal decision-making requires clear delineation of accountability, roles, and responsibility. Also, the required level of resources is generally related to the overall structure of investment vehicles and legal entities. We have experience conducting detailed studies on how to structure a family office.
• Advising on the retention of a custodian bank. We provide general reports on custodians, but can also provide a customized custody study that recommends a custodian based on the specific needs of a private client.