Navigating Uncertainty: Bloomberg Insights at Milken Institute’s Global Conference
Cambridge Associates
Private Clients & Family Offices
Private Wealth Management for Complex Family Wealth
We create custom portfolios to meet the complex requirements of private clients, family offices, and ultra high-net-worth individuals, helping them to grow their wealth and continue their legacies.
The Private Credit Playbook: Understanding Opportunities for Family Investors
Wilbur Kim, CFA
Partner, Private Client Practice
Buck Reynolds, CFA
Senior Investment Director, Private Client Practice
Optimizing Wealth Infrastructure for Families
Sean Sullivan
Senior Investment Director, Private Client Practice
*As of December 31, 2024.
Why Cambridge Associates?
We're committed to your goals
Our experienced investment teams specialize in managing wealth for single family offices and private clients, crafting custom portfolios tailored to each client’s unique objectives.
Guided by solid investment principles, we approach every portfolio as if our clients’ goals are our own, delivering meaningful and personalized outcomes.
Cambridge Associates typically works with families and family offices with a minimum portfolio size of $125 million.
*As of December 31, 2024.
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
Explore Case Studies
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.
We Build and Preserve Your Assets
Our Clients
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.
Investor Type:
- wealth owners, family offices, and trustees
Industry Experience:
- consumer goods, entertainment, finance and investment management, manufacturing, real estate, and technology
Wealth Situation:
- business ownership, business sale, generational transition, governance structure change, investment staff change, liquidity event, shifting priorities, and transfer of assets
Trending Insights
A Risk Management Framework for Families
While creating customized portfolios that meet a family’s unique investment goals requires ingenuity and flexible thinking, risk management requires a more systematic approach.
Family portfolios face unique risks and challenges, such as generational wealth transfer, liquidity needs, and complex family dynamics. By proactively managing risk, families can avoid surprises and position their portfolios for long-term success.
Connect with the Private Client Practice
Edwina Ho
Senior Director, Client Solutions—Asia
Featured Private Client Insights
Read the latest thinking from our global investing experts
Sheetal Zundel
Senior Director, Client Solutions, Private Client Practice
Sean Sullivan
Senior Investment Director, Private Client Practice
Wilbur Kim, CFA
Partner, Private Client Practice
Buck Reynolds, CFA
Senior Investment Director, Private Client Practice