The Meb Faber Show - Better Investing Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590
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Jul 11, 2025 Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets at Goldman Sachs, shares her extensive experience serving family offices. She delves into unique investment strategies tailored for preserving generational wealth, highlighting the significance of risk management and diverse asset allocation. Sara also discusses the transition from public to private markets and the importance of educating younger generations in financial management. Insights from a global family office conference reveal emerging trends and networking opportunities vital for navigating today's economic landscape.
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Sara's Career Path at Goldman Sachs
- Sara Naison-Tarajano started at Goldman Sachs without a clear plan, initially aiming to be a lawyer.
- She explored multiple roles over 26 years, following her passion and client needs, ultimately leading private wealth management.
Family Office Governance Importance
- Family offices are structured to manage wealth professionally with governance and mission statements.
- Proper infrastructure around wealth is key to preserving it for multiple generations.
Family Office Setup Thresholds
- Setting up a family office usually makes sense starting in the hundreds of millions due to cost.
- Smaller wealth should leverage existing financial firms instead of building independent offices.
