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Cresset

@cressetcapital.com

29 followers 17 following 67 posts

Cresset is an award-winning*, independent, multi-family office, and private investment firm with the goal to reinvent the way people experience wealth. *Disclosures related to awards, recognitions, and rankings: cressetcapital.com/disclosures

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Cresset @cressetcapital.com · 7h

As more Millennial & Gen Z entrepreneurs launch and sell businesses, they are carving their own paths to purpose and identity after an exit. Ahead of World Mental Health Day on October 10, Sarah Hughes explores how the next generation is navigating this transition and redefining life after a sale.

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Life After the Sale

Selling a business is typically imagined as a moment of fulfillment—a celebration of years of sacrifice, risk, and relentless focus.

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Cresset @cressetcapital.com · 30/09/2026

Women are taught how to lead, negotiate, build networks, and communicate with authority. Yet one dimension receives far less attention: becoming financially surefooted. Heather Pelant explains why understanding the economics of your career matters.

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Financial Surefootedness for Women Leaders | Cresset

Explore why financial surefootedness belongs in women’s leadership development, from compensation and equity to career transitions and independence.

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Cresset @cressetcapital.com · 23/09/2026

As adult children establish their independence, their insurance coverage may need to evolve as well. Cresset Director of Insurance Advisory Holly Stallons explains how transitioning to independent coverage can help address liability exposure and protect family wealth.

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Beyond College: When Adult Children Need Their Own Insurance Strategy

Learn why transitioning adult children to their own insurance coverage can help protect family wealth, manage risk, and build financial responsibility.

Cresset @cressetcapital.com · 16/09/2026

Financial decisions are not driven by data alone. Sarah Hughes explores why managing wealth requires understanding the behavioral biases, family dynamics, and emotions that shape how individuals and families make decisions.

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Wealth Management Is Emotional Work

Explore why managing wealth requires understanding the behavioral biases, family dynamics, and emotional responses that influence decisions.

Cresset @cressetcapital.com · 09/09/2026

Paul Tramontano joined Cresset after a career at First Republic Bank, where his team managed ~$13 billion for clients. In this article, Paul shares why he and his team joined Cresset, what surprised him most, and how a multi-family office can help address complex needs for individuals and families.

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Big Bank to Independent Multi-Family Office | Cresset

Learn why Paul Tramontano moved from a large bank to Cresset and how an independent multi-family office can serve complex client needs.

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Cresset @cressetcapital.com · 02/09/2026

Serving as a trustee requires balancing fiduciary responsibilities, the grantor’s intent, and beneficiaries’ evolving needs. We explore core trustee duties and a framework for discretionary distributions, including the commonly used "health, education, maintenance, and support" (HEMS) standard.

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Understanding Trustee Duties and Discretionary Distributions

Understand key trustee duties, the HEMS standard, and a practical framework for making thoughtful discretionary distribution decisions.

Cresset @cressetcapital.com · 25/08/2026

Cresset is pleased to welcome Michael Bober, Ed Ventrice, Michael MacDonald, William "Billy" Marino, Sarah Ponczek, Alex Santos, and their advisory team as we expand our presence in South Florida with a new office in Boca Raton. The team previously managed approximately $4 billion in client assets.

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Cresset Expands to Boca Raton, Welcomes $4 Billion Advisory Team

Cresset @cressetcapital.com · 19/08/2026

New research shows that better financial advice starts with understanding the individual, not making assumptions. In her latest article, Cresset Wealth Advisor Heather Pelant explores how transparency, curiosity, and personalized advice can help create a more thoughtful client experience.

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Women and Wealth Management: The Cost of Assumptions

Women may pay more for financial advice when assumptions replace understanding. Explore new research on trust, transparency, and better wealth management.earch found advisors often relied on gender-ba...

Cresset @cressetcapital.com · 12/08/2026

Most founders focus on maximizing their company's value. But in #exitplanning, a lower valuation can actually create the greatest opportunity. In his latest article, David Karp shares why planning early can help founders preserve more wealth for future generations.

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Successful Exit Planning: How a Lower Valuation Creates the Greatest Opportunity

Successful exit planning starts long before a sale. Learn why timing matters and how early planning can preserve more wealth for your family.

Cresset @cressetcapital.com · 05/08/2026

A successful liquidity event often brings more than newfound wealth; it can also bring a flood of investment opportunities. In our latest article, Cresset Head of Wealth Strategy Anne Paape outlines the critical questions every investor should ask before committing capital to a direct deal.

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How To Navigate Direct Deal Opportunities Following Liquidity Events

Explore key questions entrepreneurs and executives should ask when navigating direct investment opportunities after a liquidity event.

Cresset @cressetcapital.com · 29/07/2026

We are pleased to welcome Wealth Advisor Cory Boggs to our Santa Barbara office. Cory brings more than 15 years of experience advising entrepreneurs, business owners, and multi-generational families, with a focus on private market investing strategies, wealth planning, and portfolio management.

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Cresset Expands Santa Barbara Office with Hire of $600+ Million Advisor Cory Boggs

Cory brings more than 15 years of experience advising entrepreneurs, business owners, and multi-generational families of wealth.

Cresset @cressetcapital.com · 21/07/2026

We are pleased to welcome Chris Tiano and Nick Smith to Cresset. Based in Los Angeles and New York, respectively, Chris and Nick bring 15 years of experience advising ultra-high-net-worth individuals and established multigenerational families.

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Cresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices

Cresset @cressetcapital.com · 14/07/2026

Cresset is thrilled to share that Dheeraj Soni has been named Chief Technology Officer. With nearly 30 years of leadership experience, Soni brings deep industry and technology experience to his role leading Cresset’s technology organization.

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Cresset Names Dheeraj Soni as Chief Technology Officer

Cresset @cressetcapital.com · 30/06/2026

When your wealth becomes more complex, traditional banking may no longer be enough. In this guide, we outline key differences between a family office and a private bank, from fiduciary duty and fee transparency to investment access and long-term legacy planning.

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Family Office vs. Private Bank: A Guide for Entrepreneurs

Family office vs. private bank: Here's how entrepreneurs and UHNW families can choose the right wealth management model.

Cresset @cressetcapital.com · 24/06/2026

Cresset is thrilled to share that we have been named on SF Business Times' Best Places to Work list for 2026. Learn more about our San Francisco-based team: cressetcapital.com/locations/sa...

Cresset @cressetcapital.com · 22/06/2026

Cresset is thrilled to share that we have been named to @cnbc.com's first-ever Elite Advisor list.

Cresset @cressetcapital.com · 16/06/2026

Cresset is pleased to welcome Lucas Huizar as Executive Managing Director, General Counsel. Lucas brings more than 20 years of experience advising boards and executive teams at high-growth fintech and technology companies. He will be based out of Cresset’s San Francisco office.

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Cresset Appoints Lucas Huizar as General Counsel

Lucas is a senior legal executive with 20 plus years of experience advising boards and executive teams at high-growth fintech and technology companies.

Cresset @cressetcapital.com · 08/06/2026

We are pleased to welcome Mark Tremblay to Cresset as Head of Family Office Services. Mark brings more than three decades of leadership experience advising ultra-high-net-worth families and single-family offices, with deep expertise across fiduciary, tax, trust, and estate services.

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Cresset Appoints Mark Tremblay as Head of Family Office Services

Mark brings more than 20 years of leadership experience with significant experience in investments, operations, and client service delivery.

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Cresset @cressetcapital.com · 04/06/2026

We are pleased to welcome Ali Bathgate Hild to Cresset. Based in Denver, she brings extensive experience advising entrepreneurs and business owners, particularly those approaching a sale, and has previously overseen approximately $1 billion in assets under advisement.

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Cresset Expands Denver Office, Adds $1B Wealth Advisor

Hild brings extensive experience advising entrepreneurs and business owners on wealth planning, investing, lending, and trust services.

Cresset @cressetcapital.com · 02/06/2026

We are pleased to welcome Mark Ostroff as Managing Director, Wealth Advisor. Based in New York, Mark will advise ultra-high-net-worth individuals, family offices, entrepreneurs, & business owners, delivering integrated wealth management & facilitating access to select private market opportunities.

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Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor

Mark has established a 35-year career cultivating the advisory relationships with ultra-high-net-worth individuals, family offices, and entrepeneurs.

Cresset @cressetcapital.com · 26/05/2026

What does it take to build something that truly lasts? That is the question at the heart of "The Long Game Podcast," a new series from Cresset hosted by Eric Becker. Now live on Apple Podcasts, Spotify, Cresset's YouTube channel, and the Cresset website.

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The Long Game Podcast | Cresset

Learn from successful entrepreneurs on The Long Game Podcast, where Eric Becker explores the ideas and decisions behind businesses built to endure.

Cresset @cressetcapital.com · 20/05/2026

As e-bikes grow in popularity, so do liability risks. In our latest article, Liz Garfien of Cresset's Insurance Advisory team explains how e-bike liability and insurance work, including coverage gaps, risk factors, and how to protect your assets with the right policies.

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Riding Forward: Understanding E-Bike Liability and Insurance Considerations

Learn how e-bike liability and insurance work, including coverage gaps, risk factors, and how to protect your assets with the right policies.

Cresset @cressetcapital.com · 29/04/2026

Most estate plans focus on transferring wealth downstream across generations. “Upstream planning” challenges that convention, offering a different approach that may unlock meaningful tax advantages for certain families. Explore this lesser-known strategy in our latest article.

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Upstream Planning: A Different Approach to Generational Planning

Discover upstream planning, a strategy that shifts assets to older generations to secure a step-up in basis and reduce future tax exposure.

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Cresset @cressetcapital.com · 08/04/2026

Tax season is a timely reminder that preparation extends beyond annual filings. For entrepreneurs, structuring your estate ahead of a sale can help preserve wealth & support long-term transfer goals. Read more about the strategic considerations that can help shape outcomes before a liquidity event.

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Structure Your Estate Before Selling Your Business

An estate plan is the necessary foundation before selling your business as you begin the pre-transaction planning process. Prepare early.

Cresset @cressetcapital.com · 01/04/2026

Thinking about selling your business? There’s a lot to consider: valuation, timing, communication, transition management, cultural impact, and tax strategies. Read more about navigating this complex process.

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6 Things You Need to Know Before Selling a Business I Cresset

Here are the six most common things business owners should know before exiting and selling a business, including the right team at your side.

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Cresset @cressetcapital.com · 25/03/2026

For high-net-worth families, selecting the right partner to help manage and navigate risk is a decision with lasting implications. Our latest guide outlines five essential criteria to consider when evaluating a multi-family office.

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Choosing the Right Multi-Family Office: 5 Criteria for UHNW Families

Choosing a multi-family office? Discover five essential factors high-net-worth families should evaluate, from services and expertise to cultural fit.

Cresset @cressetcapital.com · 19/03/2026

We are thrilled to welcome Mark Thompson to Cresset as Executive Managing Director of Institutional Consulting.

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Mark Thompson Appointed as Executive Managing Director

As Executive Managing Director, Mark Thompson’s focus will be to lead Cresset’s OCIO business and strategy,

Cresset @cressetcapital.com · 10/03/2026

Congratulations to Susie Cranston on her appointment as CEO of Cresset, effective April 15. Susie will continue to lead the firm alongside Co-Founders Avy Stein and Eric Becker, reinforcing Cresset’s long-term vision of building an enduring multi-family office serving families across generations.

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Cresset Appoints Susie Cranston as Chief Executive Officer

Cresset, today announced that Susie Cranston will assume the role of Chief Executive Officer effective April 15, 2026

Cresset @cressetcapital.com · 03/03/2026

We are pleased to announce that MeMe McNairy-Glenn has stepped into the role of Managing Director, National Strategic Growth.

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MeMe McNairy-Glenn Appointed Managing Director, National Strategic Growth

MeMe McNairy-Glenn will help guide Cresset’s national expansion by welcoming families of wealth and exceptional advisory teams into the firm.

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Cresset @cressetcapital.com · 26/02/2026

We are thrilled to welcome Heather Pelant to Cresset! With more than 25 years of experience in investment advisory and financial strategy, Heather has overseen $2B in assets in her previous role.

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Cresset Welcomes $2 Billion Advisory Team to San Francisco Office

Cresset @cressetcapital.com · 11/02/2026

We are excited to share that we have been awarded Best Firm Culture and Best Family Office Client Service Experience at the 2026 Private Asset Management Awards!

Cresset @cressetcapital.com · 05/02/2026

What is a multi-family office? Learn more about how a multi-family office can offer high-net-worth and ultra-high-net-worth families a deeply personalized range of services. Read more.

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What Is a Multi-Family Office?

A multi-family office works with high-net-worth families to manage their entire wealth picture, including tax & estate planning, risk management & more.

Cresset @cressetcapital.com · 28/01/2026

Tax-loss harvesting is often misunderstood as a seasonal exercise. Cresset Wealth Advisor Michael Bruno outlines why a proactive, year-round approach to tax-loss harvesting can play a meaningful role in improving after-tax outcomes over time.

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A Smarter Way to Harvest Tax Losses Year-Round

Many families work with wealth managers to harvest tax losses year-round. By doing so, those losses translate into tax benefits.

Cresset @cressetcapital.com · 14/01/2026

Planning for summer may feel early, yet this is when the most meaningful opportunities take shape for teens and college students. Read more about how to best optimize your children's summer, while being mindful of short- and long-term career, education, and service goals.

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How to Optimize Summer Experiences for Young People

Many teens, college students, and their parents find themselves anxious to optimize summer experiences as the season approaches. Learn more.

Cresset @cressetcapital.com · 07/01/2026

Do you need a family office? Ask yourself: 1. Are you expecting a major liquidity event in the next few years? 2. Is managing complex finances becoming too much? 3. Are your heirs prepared to manage wealth? 4. Do you trust your advisor? 5. Are you confident in your wealth transfer strategy?

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CEO Founders: Do You Need a Family Office? 5 Questions | Cresset

CEO Founders Ask: Do I Need A Family Office? The answer may be yes if you are a Founder, Entrepreneur, Wealth Creator, or Partner.

Cresset @cressetcapital.com · 17/12/2025

AI is transforming the M&A landscape by accelerating deal sourcing, enhancing due diligence, and sharpening post-transaction insights while elevating the role of human judgment. Angela Raitzin and Mike Silverman sat down with AI specialists to examine how AI is shaping the future of dealmaking.

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AI has moved well beyond the experimental stage and is now a practical tool that helps in the landscape of mergers and acquisitions.

Cresset @cressetcapital.com · 10/12/2025

In a world where politics and religion can cause tension among family members, it can be challenging to find a way to disagree without dividing. Our latest article discusses how families can navigate opposing values through guided dialogue and turn conflict into respect and shared purpose.

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How Families Can Disagree Without Dividing

Discover how families can overcome political tensions in their philanthropy through guided dialogue and shared purpose.

Cresset @cressetcapital.com · 02/12/2025

We are thrilled to welcome Michael Ellington, Zach Gardner, Danique van der Velden, and their team to Cresset! Read more: cressetcapital.com/articles/new...

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Cresset Expands Presence in Houston

Cresset is expanding its Houston office with the addition of a wealth advisory team led by Michael Ellington, Zach Gardner, and Danique van der Velden.

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Cresset @cressetcapital.com · 18/11/2025

We are thrilled to welcome Jamie Gilbert, Jean Wright, Max Ripans and their team to Cresset! Jamie and his team bring $1.8B in AUM and will expand Cresset’s presence in Atlanta and Jackson Hole. Read more: cressetcapital.com/articles/new...

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Cresset Welcomes New Advisory Team with $1.8 Billion in AUM

Formerly with Goldman Sachs, this team oversaw more than $1.8 billion in assets under management in their former roles.

Cresset @cressetcapital.com · 12/11/2025

What makes a great partnership? According to Grady Durham, Founder of Monticello Associates, the decision to join Cresset was all about cultural alignment. Learn how Cresset and Monticello's partnership came together and what it means for our clients and teams.

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Building for the Future: A Conversation with Monticello Associates Founder Grady Durham

Grady Durham, Founder of Monticello Associates, reveals why Cresset was the ideal partner and how their collaboration enhances both firms.

Cresset @cressetcapital.com · 22/10/2025

In today’s financial advisory landscape, more advisors are stepping away from traditional structures and choosing independence through the Registered Investment Adviser (RIA) model. We explore what it really means to be an independent RIA and why more advisors are making this move every year.

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What Is an Independent RIA?

In this article, we’ll break down the fundamentals of independent RIAs and why they may be the right fit for both advisors and clients.

Cresset @cressetcapital.com · 14/10/2025

Congratulations to Cresset Co-Founder Eric Becker on the publication day of his new book, "The Long Game!" The book is now available at your favorite bookseller. Learn more: cressetcapital.com/resources/lo...

Cresset @cressetcapital.com · 08/10/2025

Turning 18 is a significant milestone in your child’s life. Learn how to prepare in advance to ensure that you can continue to access pertinent information about your child’s health, finances, and education as they transition into adulthood.

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7 Steps to Prepare for Your Child’s 18th Birthday

Plan now. There are a number of tasks and documents that can help you prepare for your child’s 18th birthday.

Cresset @cressetcapital.com · 01/10/2025

Millions of Americans are affected by dementia and cognitive decline, which can have serious consequences for financial health and security. Our team outlines specific actions to protect your family and assets in the event of future memory or decision-making decline.

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Preparing for Cognitive Decline: 4 Ways to Protect Financial Assets

As our loved ones age, their cognitive abilities often start to decline. The issue is only expected to expand as the population grows older.

Cresset @cressetcapital.com · 24/09/2025

A top cybersecurity threat facing high-net-worth families is business email compromise, a sophisticated scam in which attackers manipulate email systems to trick individuals into transferring funds or revealing confidential information. Read more on how to identify and prevent this.

cressetcapital.com

How to Protect Your Wealth from Business Email Compromise

It’s crucial to implement proactive measures to protect your wealth & privacy against BEC attacks. Read on for examples & prevention tips.

Cresset @cressetcapital.com · 18/09/2025

Cresset was founded with the vision of becoming a 100-year firm, a legacy Co-Founder Eric Becker instilled from the start. In his new book, "The Long Game", he shares lessons from 100+ companies on building enduring success. Available Oct. 14. Learn more: cressetcapital.com/resources/lo...

Cresset @cressetcapital.com · 27/08/2025

Disagreement within a family isn’t a sign of dysfunction. However, how families navigate disagreement can either build trust or slowly erode it. Sarah Hughes explores the art of “disagreeing well” and why it’s a foundational skill for multigenerational families.

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Disagreeing Well: A Skill for Generational Stewardship

The art of "disagreeing well" is a foundational competency for long-term family unity and effective governance.

Cresset @cressetcapital.com · 20/08/2025

Thinking about flying private? Our latest article outlines what you need to know before you take off, from navigating costs and contracts to understanding safety standards and travel flexibility.

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Private Aviation: What You Need to Know Before Flying Private

Cresset @cressetcapital.com · 13/08/2025

As interest in private lending has increased dramatically in recent years, there is much that investors and advisors new to the asset class need to know. Our latest article breaks it all down and provides advice on how to evaluate private lenders.

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The Expansion of Private Lending

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Cresset @cressetcapital.com · 06/08/2025

When it comes to sustaining wealth across generations, numbers alone don’t tell the whole story. Cresset's Rachel Gil makes the compelling case that values-driven culture is the single most important predictor of successful wealth transfer.

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Why Values-Driven Culture is the Cornerstone for Thriving Families

For families of significant wealth, one of the most powerful predictors of successful wealth transfer across generations isn’t found on a balance sheet.