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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
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Eric Becker brings client point of view to family office

Howard E. Spector, DDS

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!

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