Private Clients & Family Offices
Private Wealth Management for Complex Family Wealth
Significant wealth brings complexity across investments, family, and legacy. For decades, we have advised families, ultra-high-net-worth individuals, and family offices, and today we serve more than 280 private clients worldwide.
From entrepreneurs building wealth to multigenerational families managing it, we provide guidance shaped by each client’s goals and circumstances.
Partnership for Every Stage of Wealth
Supporting the Unique Journey of Private Wealth Owners and Family Offices
At every stage, we help you and your family office navigate the responsibilities and opportunities that wealth brings.
No two families are alike. Your one-of-a-kind portfolio should reflect your unique circumstances, and the guidance of our experienced investors is shaped by what matters most to your family. As your needs evolve, we’re here to offer deep partnership and investment ideas—for today and for generations to come.
*Cambridge Associates typically works with families, ultra-high-net-worth individuals, and family offices with a minimum portfolio size of $125 million.
For Founders Navigating What’s Next
Turning Entrepreneurial Success into Enduring Wealth
As a founder, you’ve built something extraordinary. As your wealth grows, so do the decisions and responsibilities. We work with entrepreneurs and first-generation wealth creators to protect, diversify, and plan for what comes next.
Whether you’re still running your business or preparing to transition, we help you develop a long-term wealth strategy that integrates tax planning, exit planning, and legacy planning for lasting impact.
Planning for Future Generations
Guiding the Next Generation in Wealth and Responsibility
For families of significant wealth, the most complex challenges often come not from markets, but from aligning priorities across generations.
We build sophisticated portfolios that accommodate familial complexity and work alongside your advisors to support planning, communication, and continuity—helping prepare the next generation to manage wealth responsibly and in line with your family’s values.
Supporting Complex Family Enterprises
Investment Solutions for Sophisticated Family Offices
Family offices face unique challenges—coordinating investments, philanthropy, governance, and multi-generational goals.
We provide tailored solutions for family office investment management, tax-aware planning, philanthropic and impact investing, estate and legacy planning, and coordination with your advisors and family office team.
Connect with the Private Client Practice
Allison Azar
Managing Director, Head of Client Solutions—Private Client Practice
Featured Private Client Insights
Read the latest thinking from our global investors
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