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Simone Balch

Regional Director, Private Clients & Family Offices

+1 (415) 622-5730

sbalch@cambridgeassociates.com

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Our Latest Thinking

Insight

Optimizing Wealth Transfer for Families: A Focus on Next Gen Investors

Maria Sulser, Frank Roebuck

Oct 2022

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Investment Governance: Creating a Framework That Works for a Family

Charlie Grace

Sep 2022

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Case Study: How intentional governance drove investment opportunities for a global family business

Cambridge Associates

Sep 2022

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Building a Lasting Family Legacy in Asia: Values, Governance, and Policy

Judy Zhang, Mary Pang

Sep 2022

Insight

Implementing a Sustainable and Impact Investing Strategy – A Family Perspective

Nick Rees

Aug 2022