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 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.

  • 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.


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

Anthony Liberti
Anthony Liberti, CFA

Business Development Manager

Lindsay Seward

Business Development Manager
(Mid-Atlantic and Southeast)

Lisa Thors
Lisa Thors

Relationship Manager

Giuliana Loukas
Giuliana Loukas, CAIA

Account Manager


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.
January 2021
Mapping the impact of climate change
Tim Antonelli
The future of alternative investments
Director of Alternatives Danny Sharp explores the future of alts — discussing dispersion in today's markets, the opportunities it presents, and the impact of the COVID-19 pandemic on the alternative investments landscape.
November 2020
The future of alternative investments
Why should investors study climate science?
Our director of sustainable investment discusses our partnership with Woodwell Climate Research Center and the tools we are developing to help investment teams and clients understand the economic impacts of climate change.
October 2020
Why should investors study climate science?
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.
September 2020
Climate change and emerging markets: Assessing opportunities and challenges
Public Permanent Capital: Combining attractive qualities of private and public equity investing
Learn how two veteran investors, one from Wellington and one from Housatonic Partners, happened to connect and bond over a passion for identifying companies led by strong capital allocators with extended time horizons. In this audiocast, Portfolio Manager Mark Whitaker and investor and author Will Thorndike discuss how they came to ultimately forge a collaborative investment approach named Public Permanent Capital, and why they believe it’s such a timely idea.
June 2020
Public Permanent Capital: Combining attractive qualities of private and public equity investing
Lessons from 200+ years of energy evolution: What comes next?
In search of guideposts for the next transition in the energy economy, Multi-Asset Portfolio Manager Scott Elliott considers the evidence from previous transitions and draws conclusions that could shape future investment decisions.
May 2020
Lessons from 200+ years of energy evolution: What comes next?
Deconstructing taxable investment returns
We offer a practical overview of a common return framework that we hope will help taxable investors better understand their returns, and in turn, their investments.
January 2020
Deconstructing taxable investment returns
Fixed income needn’t be so taxing
We believe tax management of fixed income should be at the fore of investors’ minds, given the heavy tax drag often imposed by these holdings. Three Wellington thought leaders tackle this vexing issue and offer potential solutions.
October 2019
Fixed income needn't be so taxing