Optimizing Wealth Transfer for Families: A Focus on Next Gen Investors
Frank Roebuck, Maria Sulser
Private Clients & Family Offices
Custom solutions built for complex family wealth
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?
A commitment to your goals
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
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
Each client has a distinct story
With nearly 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.
Our clients represent a diverse mix of circumstances and needs
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:
- Investor types: Wealth owner, family office, trustee
- Industry background: consumer goods, entertainment, finance and investment management, manufacturing, real estate, technology
- Wealth situation: business ownership, business sale, generational transition, governance structure change, investment staff change, liquidity event, shifting priorities, transfer of assets
Investment Governance for Families
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
Global Head of Private Client Practice
Meet our private client global 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.
Chris Ivey
Head of European Private Client Practice
Heather Jablow
Head of the Private Client Practice, North America
Mary Pang
Head of Global Private Client Practice
Connect with the Private Client Practice
Allison Azar
Managing Director, Private Clients & Family Offices
Featured Insights
Read the latest thinking from our global investing experts