Family offices

A global clientele of family offices entrusts us with their assets across a wide range of innovative investment solutions. Our Family Office Team’s long-term, consultative approach is focused on the needs and total-return-oriented goals of these single- and multi-family office, family foundation, and independent wealth adviser clients.

Delivering a client-focused philosophy

As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with your needs and goals. For this reason, we keep total return optimization— after fees and taxes—and downside risk mitigation top of mind because we know net returns are what matters.

Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.

Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns.

Investment solutions for family offices

Cara Lafond

Cara Lafond is a multi-asset strategist who works closely with Wellington’s Family Office clients to research investment policy and portfolio construction ideas, identify and advise on risks and opportunities, and has developed an asset allocation framework specific to private wealth investors.

Equities
  • Core compounders
  • Impact
  • Tax-aware equities
  • Concentrated styles
  • Liquid real assets
  • Thematic
  • Emerging markets
  • Regional
Fixed income
  • Macro/emerging markets debt
  • Relative value
  • Multi-strategy
  • Ultra-short duration
  • Municipal bonds
Alternative exposures
  • Absolute return
  • Long/short
  • Multi-strategy
  • Infrastructure
  • Long/short sector
  • Late-stage private equity
  • Market neutral
Multi-asset solutions
  • Inflation sensitive
  • Multi-strategy low beta
  • Outcome oriented

This list is for illustrative purposes only and does not include all of the approaches that are available or that may fit the stated theme. Investing involves risk, and an investment in an approach could lose money.

OUR DEDICATED TEAM

For further information, please contact our full Family Office Team.
Molly Conway, CFA

Business Development Manager
(West Coast and Mountains)

Brian Hargreaves, CAIA

Business Development Manager
(Central)

Anthony Liberti
Anthony Liberti, CFA

Business Development Manager
(East Coast)

Lisa Thors
Lisa Thors

Relationship Manager

Giuliana Loukas
Giuliana Loukas, CAIA

Account Manager

EXPLORE INSIGHTS

<span>Top of Mind</span> Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
November 2021
Top of Mind Changing “weather” patterns in alternatives and climate
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publish
<span>Top of Mind</span> Investing for the long term (in a short-term world)
With short-term behavior evident across the financial landscape, Multi-Asset Strategist Adam Berger explores the intuitive and quantifiable advantages of being more long term, and he offers seven habits that can help asset owners cultivate a long-term mindset.exc
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Top of Mind Investing for the long term (in a short-term world)
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publish
Mission critical: The vital role of alternatives in pursuing investment success
Multi-Asset Strategist Cara Lafond considers three alternatives ideas for the current environment, including private equity vintages that coincide with market downturns; long/short directional strategies that may aid the pursuit of stability across the cycle; and long/short risk-mitigating strategies that complement other diversifiers.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
February 2021
Mission critical: The vital role of alternatives in pursuing investment success
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publish
Power move: Why electric utilities may be the key to the energy transition
As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernized. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
February 2021
Power move: Why electric utilities may be the key to the energy transition
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publish
Four forces that could turn the tide for US financial stocks
US Macro Strategist Juhi Dhawan lays out a case for a better performing US financial sector, from attractive valuations to a steeper yield curve, as well as the role of Fed and fiscal policy in shaping the outcome.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
January 2021
Four forces that could turn the tide for US financial stocks
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publish
Mapping the impact of climate change
In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
January 2021
Mapping the impact of climate change
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publish
Tim Antonelli
 CFA, FRM, SCR
Future Themes: What’s reshaping markets, economies, and society?
Science, society, sustainability, and systems. These structural forces are shaping our world. They're also our Future Themes research categories. Get a quick rundown of the specific areas of focus from Portfolio Manager Dáire Dunne.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
December 2020
Future Themes: What’s reshaping markets, economies, and society?
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publish
Climate change and emerging markets: Assessing opportunities and challenges
Emerging markets are on the front lines of climate change. Aware of the challenges, many EM companies are developing solutions, shifting business models, and realigning corporate policies to help them prepare. Two of our EM portfolio managers share insights on the investing landscape and offer a framework for incorporating climate-related themes into a portfolio.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
archive
September 2020
Climate change and emerging markets: Assessing opportunities and challenges
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archive