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Explore the advice and takeaways shared at the NextGen Leaders Connect event in Los Angeles, CA, where future wealth owners gathered to discuss building a meaningful legacy, leading with purpose, and embracing innovation.
Learn what matters most to the next generation of leaders and how strong governance and a spirit of curiosity can help in navigating family complexities.
highlights from our network
Lisa Grant
Marketing Director at Patra
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Gain perspectives from some of our speakers on their approaches to investing and effective wealth stewardship.
Hover over each individual to learn more.
VIDEO GALLERY
featured insights & events
What’s Coming in Family Office Investing
Worth Magazine featured insights from Mary Jo Palermo, Partner at Cambridge Associates, on how to help families navigate complex transitions—such as liquidity events and generational change—through tailored investment strategies and robust governance.
Video Gallery
Learn about the family of lululemon founder Chip Wilson and their intentional approach to building a legacy. By including their children in the process of establishing the foundation, the Wilsons have fostered shared purpose and empowered the next generation to play an active role in shaping the family’s philanthropic vision.
Navigating intergenerational wealth transitions can be challenging for families of significant wealth. However, these transitions also offer an opportunity to revisit financial goals and investment strategies. Discover our three-part framework to ensure successful wealth transfer.
Read all 8 takeaways & survey poll results
Shaping the Future
Case Study: Starting
a Foundation With
Your Children
Read the full article
Advice and Insights for the Next Generation of Wealth Owners
Optimizing Wealth
Transfer for Next Gen
Investors: A Framework
Jane Doe
CFO at Patra
Jane Doe
CFO at Patra
Sales and marketing alignment space only mid-market user experience interactive content sales methodology Kapost mobile-first experience cost per lead prospect analysis.
Jane Doe
CFO at Patra
Jane Doe
CFO at Patra
Sales and marketing alignment space only mid-market user experience interactive content sales methodology Kapost mobile-first experience cost per lead prospect analysis.
Jane Doe
CFO at Patra
Jane Doe
CFO at Patra
Sales and marketing alignment space only mid-market user experience interactive content sales methodology Kapost mobile-first experience cost per lead prospect analysis.
John Smith
Sales Director at Patra
John Smith
Sales Director at Patra
Sales and marketing alignment space only mid-market user experience interactive content sales methodology Kapost mobile-first experience cost per lead prospect analysis.
Lisa Grant
Marketing Director at Patra
Lisa Grant
Marketing Director at Patra
Lisa Grant
Marketing Director at Patra
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris.
Lisa Grant
Marketing Director at Patra
Lisa Grant
Marketing Director at Patra
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris.
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Join top investment leaders for premier networking opportunities, cutting-edge content, and bold ideas designed to drive total portfolio outperformance. Events are intended for clients and future clients of CA. We invite private families, institutional investors, CIOs, investment committee members, family principals, senior investment staff, and trustees to join us. For more information and to register, please contact events@cambridgeassociates.com.
Nick Brown, Co-Founder, Imaginary Ventures
Emma Grede, Founder and Entrepreneur
Investment Leaders Exchange
Location: Chicago, Illinois
Date: April 13–14, 2026
Jamie Polanco
Cohort Facilitator,
In Three Generations
Jamie Polanco
I started my kids with the understanding of money and how it can be used at a very young age.
I asked them to think about what they'd do with a million dollars. They had to write down the five things they'd buy and the five ways they could better their community. Then they started getting the perspective of what money can do. Yes, it can buy you nice things, but beyond that, they start to see their community's needs and the greater impact they can have, which is key.
Mike Roberts
Chief Innovation Officer,
Teknor Apex Company
It is much better if you own your family expectations and you take them in the direction that's aligned with who you are.
I think the best outcomes for next gens are when people own the expectations, but chart their own path to meet them and use the family network platform as a catalyst to make impact.
Nick Brown
Co-Founder and Managing Partner, Imaginary Ventures
Investments include SKIMS, Reformation, Glossier, and others
Nick Brown
Read the full article
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Explore videos and photos from our NextGen event held in Los Angeles, California, where clients, managers, and thought leaders from around the world convened to discuss strategies for how future family leaders can shape legacies and generate success.
8 things we learned at the NextGen Leaders event
Sometimes I see things before people. Sometimes I see things after.
I think ultimately all you have to figure out is are you seeing something early enough in its cycle, where as a venture investor, you feel there's still enough runway to achieve the types of returns that you want.
How can we build the right portfolio for you?
With decades of experience supporting private families and institutional investors, our teams specialize in managing wealth and crafting custom portfolios tailored to your unique objectives.
As a fully independent firm, we approach every portfolio as if your goals are our own—delivering meaningful, personalized outcomes.
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Emma Grede
Founder and Entrepreneur
Emma Grede
Founder and Entrepreneur
The money is easy when you’ve had success. You really want to look for true partnership.
How much courage does this person have?
How much integrity does this person have?
That's what you need.
Alexis Ohanian
Founder of Seven Seven Six, Co-Founder and Former Executive Chairman of Reddit
Alexis Ohanian
Wealthy families have a chance—and a responsibility—to create more abundance for others.
I hope those with the means and vision will invest in things bigger than themselves—like public spaces, libraries, and institutions—that will be celebrated by everyone and benefit future generations.
Vanessa
Getty-Haigh
Investor, Sutton Place Ltd
Vanessa
Getty-Haigh
Investor, Sutton Place Ltd
We've had some very good governance structures and they've continued to evolve over the years.
For example, we actually set up a family council for the first time, and we met for the first time this year.
So that took 40 years, but we continue to reevaluate and make changes.
Founder of Seven Seven Six, Co-Founder and Former Executive Chairman of Reddit
Cohort Facilitator,
In Three Generations
Chief Innovation Officer,
Teknor Apex Company
Mike Roberts
Co-Founder and Managing Partner, Imaginary Ventures
Investments include SKIMS, Reformation, Glossier, and others
Investment Leaders Exchange
Join top investment leaders for premier networking opportunities, cutting-edge content, and bold ideas designed to drive total portfolio outperformance. Events are intended for clients and future clients of CA. We invite private families, institutional investors, CIOs, investment committee members, family principals, senior investment staff, and trustees to join us. For more information and to register, please contact events@cambridgeassociates.com.
Read the full article