Cresset cracks the family office market with a unique proposition; a suite of touchy-feely services that go beyond money management and help clients manage their lives
Cresset, guided by two savvy venture capitalists. is aiming to build the next-generation multi-family office on an independent, employee- and client-owned platform
Author By Lisa Shidler
August 15, 2018 at 4:42 PM
Howard E. Spector, DDS
August 17, 2018 — 6:41 PM
What an outstanding concept for a wealth management company! Forty (40) years as a client with many brokerage firms and their "Private Client Groups", and I have yet to have any "advisor" who also was able to provide the adjunctive services that Cresset can. Bravo!