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 30 June 2024.
Why Cambridge Associates?
We're committed to your goals
Our experienced 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 $125 million or equivalent.
*As of 30 June 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
Our investment portfolios are tailored to the risk and return objectives of each individual client. When investing assets as an independent, privately owned firm, we sit on their side of the table and view the investment world with the family’s objectives at the forefront.
Chris Ivey
Head of European Private Client Practice
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
Type of Investment Structure:
- specialized investor fund, trusts, RAIF, alternative investment fund, SIVAC, OEIC, unit trust, insurance wrappers, etc.
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.
Meet our private client leadership team
We believe that our firm’s principles and purpose attract some of the industry’s finest investment professionals — individuals of exceptional intellect, character, and capability. Across our organization, in every role and function, our people are dedicated to investment excellence and committed to client success.
Gretchen M. Curry
Global Head of Private Client Practice
Chris Ivey
Head of European Private Client Practice
Connect with the Private Client Practice
Sheetal Zundel
Senior Director, Client Solutions, Private Client Practice
Featured Private Client Insights
Read the latest thinking from our global investing experts
Scott Palmer, CFA
Managing Director, Private Client Practice
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