Optimizing Wealth Transfer for Families: A Focus on Next Gen Investors
Maria Sulser, Frank Roebuck
Private Clients & Family Offices
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?
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 $100 million.
How We Serve Private Clients
We serve a community of families around the world, providing:
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.
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:
Investment governance is the key to effectively executing an investment portfolio for families of wealth. Whether your family is developing an initial governance framework or modifying an existing structure, an intentional investment governance system that is customized to suit your family’s needs is imperative to remaining aligned with your broader financial goals.
Explore our insights on investment governance to learn more.
Every relationship we establish with a family is rooted in a deep understanding of the family’s wealth ecosystem. The experience, intelligence, and dedication in this review process is what sets us apart.
Mary Pang
Head of Global Private Client Practice
Connect with the Private Client Practice
Senior Business Development Director, APAC
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