For private clients, it’s more than fiduciary responsibility. It’s personal.

With great wealth comes great responsibility. Many private clients look to these assets—whether earned or inherited—as an opportunity to create or perpetuate something lasting for future generations. We understand the importance of that legacy and work closely with our private clients, leveraging our experience with other sophisticated investors, to fulfill their particular vision.

Core Wealth Advisory Services

  • Investment planning to determine asset allocation, risk tolerance, manager structure, liquidity requirements, and other pertinent factors
  • Documentation of investment policies including objectives, constraints, guidelines, and measures of success
  • Implementation of the manager structure including manager searches, due diligence, and recommendations
  • Administrative support including document handling, preparation of subscription agreements for signature, and liquidity tracking
  • Ongoing oversight and monitoring, including recommending tactical shifts, evaluating managers for adherence to guidelines, and providing comprehensive reporting
  • Extensive education to prepare younger generations for succession

For more than 20 years, Cambridge Associates has worked in a variety of leadership and partnership capacities with private clients, depending on the governance and infrastructure in place. Whether serving as an extension of the family office or advising the wealth owner directly, we take a proactive, directive approach to investment oversight. Our responsibilities entail strategy, implementation, and monitoring across all asset classes, while considering the ramifications to estate planning, tax planning, and legal structures. We collaborate closely with our clients’ advisors in these areas and others to ensure the smooth execution of their investment strategy. 

We don’t offer simply one solution for all private clients. We recognize the unique needs of each private client and develop highly customized investment programs on a client-by-client basis. By learning the preferences, constraints, philanthropic goals, liquidity requirements, and structure of any trusts, we become more engaged and vested in each client’s personal mission to better serve their investment goals.
 

Family Office Seeking Comprehensive Advice Following Liquidity Event

For a $400 million multi-generational family with a major liquidity event following the

sale of a service-sector stock, Cambridge Associates provides comprehensive advisory services. Cambridge Associates first developed a collective investment strategy and a decision-making model that benefited the family as a whole, while still considering the generational differences. Cambridge Associates recommended the use of a series of investment pools that helped the family achieve scale while allowing for flexibility among the generations to adjust their asset allocation to reflect differing time horizons and preferences. This engagement involved significant education to bolster the family members’ knowledge of investments and enable them to make well-informed decisions. Cambridge Associates continues to serve this family in a highly proactive manner to oversee their investments and adjust the portfolio as needed for generational shifts.