Cambient Family Office offers a coordinated suite of services designed to simplify decision-making, optimize outcomes, and preserve wealth across generations.
Curated services tailored to meet each unique family structure. Services include comprehensive, multigenerational asset/liability planning and reporting, entity administration, real estate and banking services coordination, bill pay and payroll management.
We design complex, tax-aware portfolios that span public and private markets—including direct investments, venture capital, secondaries, and real estate. Each strategy is built around your goals, structures, and long-term objectives—with institutional discipline and transparency.
Our planning framework centers on what matters most—whether liquidity, legacy, philanthropy, or financial independence. Each plan integrates growth, preservation, and distribution strategies, with regular review to remain aligned with your evolving needs.
We lead in coordination with your other trusted advisors, including attorneys and CPAs, to structure tax-aware strategies that protect and transition wealth. From trusts and gifting plans to generational wealth transfers, our planning is built to withstand complexity and change.