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Family Offices to Brace for Decline in Private Equity Valuations

In a recent interview with Family Capital magazine, Managing Director Will Lawrence discussed how the current market environment is impacting private investments. The article outlines how family offices can seek resilience during a downturn, but also stand ready to take advantage of opportunities. “We are sort of obsessed with the importance of planning, strategy and […]

January 2024

Private Equity Wary on Rate Cut Hopes, Cambridges’ Aylott Says

Bloomberg recently featured Head of European Private Investments, Dan Aylott, and his thoughts on the 2024 outlook for private equity. Aylott outlines the macro conditions that are still creating headwinds for managers, and what that means for existing portfolios. Read the full article. 

December 2023

Business Ownership at a Crossroads: Key Questions for Planning What’s Next

Families who have built the majority of their wealth in one company often face the difficult decision of whether to sell or retain their investment. Recently, Doug Macauley and Nicole Nava authored a piece in Worth Magazine that explores five key questions to consider when making this decision. Whether you’re a business owner or simply […]

December 2023

Why Are Some Plan Sponsors Thinking About Unfreezing their DB Plans?

As employers find themselves in a “war for talent” and employee retention increasingly becomes a challenge, many plan sponsors are reassessing their total rewards packages. Brian McDonnell, Head of Cambridge Associates’ Global Pension Practice, lends advice for employers as they compare defined benefit against defined contribution plans in this episode of the 401k Specialist’s podcast. […]

December 2023

Money Undercover: The State of Private Equity

Bloomberg TV recently featured Andrea Auerbach, Head of Global Private Investments. In this episode of Money Undercover, she discusses the state of private equity and how this “tight market” could be good from an investing perspective. Watch the full interview. 

November 2023

Private Client Practice 2023 Family Office Forum

BOSTON, November 8-9, 2023 – In early November, more than 70 of our private client and family office leaders gathered in Boston for our Family Office Forum. The two-day event began with welcome remarks from David Druley, CEO, and Samantha Davidson, President, in which they discussed the growth of our private client business and previewed […]

November 2023

Bloomberg Radio: Sustainable Investing Strategies

Chavon Sutton, Senior Investment Director of Sustainable & Impact Investing, appeared on Bloomberg Radio during Climate Week NYC. There is a growing number of organizations coalescing around themes to help investors implement a social justice lens to their individual portfolios. The interview explores climate justice and how investors are working to ensure that benefits of […]

November 2023

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