Private investors and wealthy families face distinct portfolio management complexities. Our latest paper details how we build and manage portfolios to meet each private client’s long-term goals.
Private Clients
We build custom portfolios to help our clients fulfill their long-term investment objectives and extend their legacies.
For nearly 40 years, wealthy families and family offices have chosen Cambridge Associates as a steward of their capital.
As an independent, privately held investment firm, we are investors who take on our clients’ goals as our own. Each portfolio is constructed from the ground up, founded on solid investment principles, informed by deep experience in the management of private wealth, and designed to outperform.
Offering an objective, client-first approach, we serve a community of families around the world, providing:
- Unbiased advice from a privately held, independent investment firm that has no other business agendas that might conflict with our clients’ interests
- Deep client partnerships that enable truly customized service and one-of-a-kind portfolios
- Access to global investment ideas through a well-established global platform of manager relationships
- Nearly four decades’ experience helping families of substantial wealth realize their long-term investment goals and fulfill their legacies
We build long-term relationships with our clients, helping them at various stages of their investment lifecycles, whether to create a plan ahead of a liquidity event, prepare for generational wealth transfers, establish governance processes, or educate family members on how to preserve and grow their wealth. We assist many families in managing private foundations to support their philanthropic endeavors and can leverage our expertise in impact investing to reflect a client’s values and priorities within their portfolio strategy.
Whether you are a first-generation wealth creator, a family trustee, a business owner, or a fifth-generation family member continuing your family’s legacy, we can help you navigate the complexities of long-term investing to preserve and build assets over time and across generations.
*Cambridge Associates typically works with families and family offices with a minimum portfolio size of $100 million.
Our Latest Insights
In this edition of VantagePoint, we review the drivers of inflation globally and conclude that widespread inflation concerns are likely overdone. For investors concerned about the risks of inflation, we refresh our analysis on the complex relationship between asset classes and inflation and dig deeper into the implications of higher inflation on equities.
Mary Pang, Head of the Global Private Client Practice, discusses the unique considerations families face when investing for the long term, how wealth owners think about creating legacies with their assets, and the role private clients are playing in navigating and effecting change by investing for social impact.
In 2018, we reviewed the state of social equity investing, with a focus on racial equity investing. The themes we highlighted then are even more relevant today. In this paper, we discuss the renewed sense of urgency around racial equity investing and put forward three actions investors can take to address the inequities inherent in our society.
Every day, CREO and Cambridge Associates encounter wealth owners, families, and family office professionals who are starting down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact.
Families of wealth face three key questions about intergenerational wealth planning: how best to invest to sustain future generations; how best to engage the next generation; and how best to ensure family unity endures. Often each question is addressed independently. We find that a conversation across generations about the impact of a meaningful venture capital allocation can help address all three questions in an integrated manner.
Families with multigenerational wealth may be particularly well positioned to consider allocating 40% or more of their assets to private investments. Assuming these families have the requisite long-term time horizon, patience, and ability to act quickly, they stand to benefit not only from the potential for higher returns but also from the tax-advantaged nature of private investments. Life could get better after 40%!