Family Offices High net worth families often amass wealth through the success of a single company or within a single industry, meaning a significant portion of the family’s wealth is concentrated in a single asset. However, this level of concentration presents a potential threat to the family’s long-term wealth preservation. We work with several family offices to build diversified investment portfolios intended to preserve and grow capital for multiple generations. Makena’s investment expertise is a powerful complement to the family’s drive and determination, which are essential to achieve such levels of success. We manage over $5 billion on behalf of UHNW families with whom we partner as an Outsourced CIO, Private Asset Partner, or Complementary Allocation. Our value-add extends beyond investing; we welcome family members and staff onsite for investment and operational training We provide access to our network of third-party service providers, which our clients leverage as an extension of their Makena partnership Family office clients are invited to participate in Makena-hosted “round tables” which serve as both educational opportunities and networking events for our client base We embody client partnership, having referred investment staff to family offices as they build their internal investment capabilities Previous Case Study Next Case Study 650.926.0510 Makena Capital Management, LLC 2755 Sand Hill Road Suite 200 Menlo Park, CA 94025 RESOURCES Insights Client & Partnership Models Why Makena Contact LEGAL Terms of Use Disclosures INSIGHTS Sign up to receive updates from Makena Capital Enter Your Email © 2021 Makena Capital.