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 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.
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.
Molly Conway, CFA
Business Development Manager
(West Coast and Mountains)
- (415) 627-1806
- [email protected]
Lindsay Seward
Business Development Manager
(Mid-Atlantic and Southeast)
- (617) 951-5547
- [email protected]
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