In building and managing portfolios for private clients across the globe, we have seen the unique risks and challenges that come with family wealth—including generational wealth transfers, liquidity management, and complex family dynamics. Navigating these challenges requires proactive, ongoing, and disciplined risk management.
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Risk management: Preparing for what’s ahead
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Families should regularly review their investment strategy and implementation to ensure they are aligned with their long-term objectives—and prepared for the unexpected. Read our recent paper to discover three common strategic missteps made by family offices and how to avoid them.
Many investors don't think about liquidity risk until something goes wrong. Watch our video to learn how a portfolio stress test can be a powerful tool for understanding your portfolio, or delve into our paper on best practices for protecting long-term portfolio growth.
Liquidity management: A critical component for portfolio health
Liquidity Hazard Planning for Families of Wealth
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How prepared is your portfolio for risks becoming realities?
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Copyright © 2024 Cambridge Associates LLC. All Rights Reserved.
All financial investments involve risk. Depending on the type of investment, losses can be unlimited. Past performance is not indicative of future returns. These videos are for informational purposes only and are not intended to be investment advice. Any references to specific investments are for illustrative purposes only. The information herein does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or need of individual clients. Any information or opinions provided are as of the date of the video, and Cambridge Associates is under no obligation to update the information or communicate that any updates have been made. With regard to any references to broad-based securities indices, such indices are unmanaged and are not subject to fees and expenses typically associated with managed accounts or investment funds. Investments cannot be made directly in an index, and past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal. Investors should carefully consider their specific objectives, risk tolerance, and liquidity needs before making investment decisions. The information presented in these videos is not an offer to sell or the solicitation of an offer to buy any security. Nothing contained in this report should be construed as the provision of tax or legal advice.
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The Importance of Portfolio Stress Testing
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Copyright © 2024 Cambridge Associates LLC. All Rights Reserved.
Privacy Policy
Terms and Conditions
Cookies Policy
All financial investments involve risk. Depending on the type of investment, losses can be unlimited. Past performance is not indicative of future returns. These videos are for informational purposes only and are not intended to be investment advice. Any references to specific investments are for illustrative purposes only. The information herein does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or need of individual clients. Any information or opinions provided are as of the date of the video, and Cambridge Associates is under no obligation to update the information or communicate that any updates have been made. With regard to any references to broad-based securities indices, such indices are unmanaged and are not subject to fees and expenses typically associated with managed accounts or investment funds. Investments cannot be made directly in an index, and past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal. Investors should carefully consider their specific objectives, risk tolerance, and liquidity needs before making investment decisions. The information presented in these videos is not an offer to sell or the solicitation of an offer to buy any security. Nothing contained in this report should be construed as the provision of tax or legal advice.