Sara Naison-Tarajano

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.

In this discussion, Sara Naison-Tarajano, a seasoned Partner at Goldman Sachs with over 25 years of experience, delves into the unique needs of family offices. She shares insights on the intersection of private markets and wealth management, emphasizing how her background in public markets informs her approach. Sara explains the purpose of the Apex Family Office initiative, highlights trends in co-investing, and discusses the growing appetite for alternatives among family offices. Throughout, she underscores the importance of education and long-term strategies in wealth management.