Skip to Main Content

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.

 

Download the PDF

Form submitted successfully!

Download a PDF version of this article by entering your information below.

Click the button below to download your PDF.

Download Now
  • 270+ private clients across the globe*
  • 27% of the firm's client base is private families*
  • 75+ private client senior investment professionals*

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 $125 million or equivalent.

 

*As of 31 December 2023.

Contact us

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

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.

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
  • Type of investment structure: Specialized investor fund, Trusts, RAIF, Alternative Investment Fund, SIVAC, OEIC, Unit Trust, Insurance Wrappers, etc.

The importance of portfolio stress testing to navigate liquidity challenges

Many investors don’t think about liquidity risk until something goes wrong. At Cambridge Associates, we know that careful planning is key to managing liquidity demands, which can emerge rapidly from inside and outside a portfolio.

Adam Barber, Senior Investment Director in our Private Client Practice, explains the importance of challenging the assumptions you may be making within your portfolio, and how to incorporate your unique circumstances into a portfolio stress test.

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.

Connect with the Private Client Practice

Sheetal Zundel

Senior Director, Private Client Practice

Let's talk

How can we help build the right portfolio for you?
Contact us