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Goldman Sachs’ Top Family-Office Whisperer Leaves Apex Group for Ayco

Sara Naison-Tarajano, who formalized Apex, the group of investment bankers dedicated to family offices, has been named head of the bank’s company-sponsored wealth management business.

Sara Naison-Tarajano, the head of Goldman Sachs Ayco. She previously led Apex, a group of investment bankers dedicated to family offices.

Sara Naison-Tarajano, the Goldman Sachs partner who formalized and led Apex, the group of investment bankers dedicated to large single-family offices, has a new job at the bank.

On Thursday, Naison-Tarajano, who was most recently the global head of both private wealth management capital markets and Apex, was named head of Ayco, Goldman’s company-sponsored wealth management business that serves corporate executives, employees, and individuals at hundreds of businesses, including more than 50 Fortune 100 companies. She has started the new job, previously held by David Fox, who is retiring from the bank.

“Over the past 27 years at Goldman Sachs, I have had the opportunity to work across a wide range of businesses and divisions, and I am so excited about this next chapter. Ayco is a truly exceptional business with a rich heritage, differentiated platform, and world-class team that positions us exceptionally well for continued growth. I am honored to have the opportunity to work alongside such a talented team as we continue to innovate, scale, and deliver the full breadth of Goldman Sachs’ resources to our clients,” Naison-Tarajano told Modus.

Naison-Tarajano will also continue to be the global head of the Goldman Partner Office, which provides wealth management services to current and former partners and managing directors.

The bank did not announce a new global head of Apex or say whether anyone would assume the role leading the group of bankers dedicated to helping large, sophisticated family offices invest directly in private placements, secondary transactions, minority stake sales, corporate PIPEs, and more.

At least for now, Apex will be led by the regional heads: Anushka Gupta, head of the Americas; Darren Allaway, head of Europe, the Middle East, and Africa; and Jeans Wang, head of Asia Pacific.

Two years ago, the bank said that Apex included more than 20 bankers, had a network of over 600 family offices, had done more than a dozen deals each year, and that its revenue had doubled since its creation in 2018. Goldman does not regularly share that information and did not comment on changes to those numbers for this newsletter.

If Goldman does choose a new leader for Apex, filling Naison-Tarajano’s shoes will be a tall order.

While exacting, Naison-Tarajano genuinely cares about others, is a valuable mentor, and her enthusiasm for her work has made her beloved by colleagues and family offices alike, Apex bankers say. She also started and hosts Goldman’s Apex Global Family Office Symposium, one of the most exclusive family-office gatherings held every year at the bank’s headquarters.

“She has this big personality, big energy around this effort that is, in the scheme of Goldman Sachs, relatively new,” Marc Nachmann, global head of asset and wealth management at Goldman Sachs, said in a 2024 interview about Naison-Tarajano and Apex. “But because of how big of a person she is—and [Apex] is a little bit synonymous with her—I think she's built it into a really good business.”

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