Sara Naison-Tarajano - Goldman Sachs’ Family Office Whisperer | #590
Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices. In today’s episode, Sara runs through her career at Goldman Sachs, and the distinct approach required for family office investing. She explores the unique balance of risk management and growth that helps protect generational wealth, as well as the importance of alternatives in these strategies. Finally, Sara covers networking opportunities, market insights, and the most common challenges that affect family offices.
Key Points
- Investing in alternatives and maintaining a diversified portfolio are crucial strategies for preserving wealth over multiple generations.
- Family offices should focus on building robust governance structures and transparent communication to manage wealth effectively and mitigate family conflicts.
- Educating the next generation about financial literacy and involving them in family wealth management can help ensure the longevity and responsible stewardship of family assets.
Chapters
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Transcript
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