Senior Advisor and Associate Partner
Cambridge Family Enterprise Group
Marlon Young is senior advisor and associate partner at Cambridge Advisors to Family Enterprise, a highly specialized international advisory firm serving family enterprises. Cambridge Advisors and Cambridge Institute for Family Enterprise, an education and research institute, are divisions of Cambridge Family Enterprise Group, a global organization founded in 1989. It is devoted to helping families achieve multigenerational success for their families, enterprises, and financial wealth.
Based in New York, Mr. Young advises multigenerational family enterprises of diverse sizes, generations, and industries throughout North America, South America and Asia. He assists family enterprises and family offices in achieving their family, ownership, and organizational goals, with emphasis on sibling partnership and cousin consortium stage enterprises. This includes advising on wealth and portfolio diversification strategies; how families select financial service providers; effective governance throughout the family enterprise, succession planning, and preparation of the next generation. A seasoned banker experienced in advising entrepreneurs and business owners, he helps families unlock opportunity for family enterprise systems in an integrated fashion across family, business, ownership and wealth issues.
Mr. Young has spent his international career in the financial services industry with experience in private banking, corporate banking, and wealth management. For more than 35 years, he held executive positions at two of the world’s largest banks where he grew and led multiple areas of the banks, transformed a number of significant businesses, led global teams, and developed innovative initiatives to better serve clients. For 11 years, Mr. Young was CEO and Regional Head of HSBC Global Private Bank–Americas. Previously, he held leadership roles at Citigroup for 25 years, including at Citi Private Bank, Citicorp Real Estate Group, Citibank Corporate Bank and Smith Barney. His international banking experience included leadership positions based in The Philippines, Hong Kong and Singapore.
Mr. Young earned his M.B.A. from the Asian Institute of Management in The Philippines and his B.S. in education from the University of South Dakota. He is fluent in English and Tagalog, speaks Hokkien Chinese, and has a basic level of fluency in Mandarin.