The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

Cambridge Wilkinson 
Cambridge Wilkinson Family Office Services is widening its offerings, now presenting opportunities in a number of co-mingled funds for single family offices.

Initially, the firm presented direct private credit and minority and growth equity opportunities to SFOs ranging from $25 million to $500 million per fundraise, and will continue to do so. CW mainly focuses on specialty finance, real estate, sports and entertainment, and sustainable investments.  

In another new offering, CW is now presenting control and buyout opportunities in the lower middle market and middle market through an independent sponsor model. These investment opportunities will come through a CW affiliate, BCB Equity Partners. Control and buyout opportunities will generally be North America-based businesses.

β€œAs global family wealth continues to grow, we believe that family offices will look more and more to groups like ours for investment opportunities that are direct and in fund format," Rob Bolandian, co-founder and global head of investment banking at Cambridge Wilkinson, said.