Cresset is thrilled to announced the acquisition of The Connable Office, Inc. ("Connable"), one of the nation's oldest multi-family offices based in Kalamazoo, Michigan. Read more here: https://lnkd.in/gWw3uPSn
Cresset
Financial Services
Chicago, IL 17,739 followers
Boutique Family Office & Private Wealth Management. Serving CEO Founders, Entrepreneurs, Partners, and UHNW Families.
About us
Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW and multi-generational families across the nation. Cresset’s goal is to reinvent the way you experience wealth and well-being, giving you time to pursue what matters to you most. Registration does not imply a certain level of skill or training. Additional information about Cresset Asset Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov (CRD No. 288566). Cresset refers to Cresset Capital Management and all of its subsidiaries and affiliates. Cresset Asset Management, LLC, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC and Cresset Partners, LLC are SEC registered investment advisors. For information related to awards and ranks, visit our awards page: https://cressetcapital.com/disclosures/
- Website
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http://www.cressetcapital.com
External link for Cresset
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Chicago, IL
- Type
- Privately Held
- Founded
- 2017
Locations
Employees at Cresset
Updates
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Exit planning is just good business planning. Cresset Catalyst Founder Oliver Rose highlights the key steps to take before selling your business to ensure a successful liquidity event. https://lnkd.in/gZCvcHGY
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Establishing a structure that grants employees a stake in the company's ownership not only fosters a sense of shared purpose and commitment but also unlocks a myriad of benefits for family businesses. Cresset’s Chief Legal Officer Bill Rudnick discusses with Family Business Magazine how these structures can enhance engagement, innovation, and overall business resilience, while also addressing potential challenges. https://lnkd.in/gDFK9HYQ
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Welcome to Cresset, Emma! Emma Ezrine joins Cresset as an intern in the Chicago office on the Business Development team. https://lnkd.in/gbdgdaJP
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Investors are positioning for less accommodative monetary policy, higher inflation, and a steeper yield curve. Read more from Jack Ablin, CFA in this week's market update. https://lnkd.in/gC_cbc9b
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Navigating a fully valued market is tricky, but Cresset’s Sam Katzman and Paul Tramontano's 5-step framework for capital deployment offers an effective approach. From long-term asset allocation to careful selection of passive vehicles, their insights can help investors stay the course and think long-term. Read more here: https://lnkd.in/gSSfiNj2
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There is 1 spot left for this summer's Launch Generation program! Hear from Launch Generation alum and Cresset employee Cayla Surovsky about how Launch Generation taught her tools and skills to best understand personal finance to become financially independent. Visit the website for more information: https://lnkd.in/gi73SdbK
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Happy Pride from Cresset! Cresset offices celebrated Pride month by ordering lunch from LGBTQ+ owned businesses and enjoying rainbow treats together. Thank you to our local office teams for organizing these amazing events!
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Last week, we hosted our annual Minnetonka Cresset Connections event at The Hutton House in Minnetonka, MN. This event featured a market outlook from Jack Ablin, CFA, and James Robbins, followed by an insightful conversation about the secrets of happy families with New York Times bestselling author Bruce Feiler. To connect with Cresset's Minnetonka-based team, contact us today: https://lnkd.in/g5yiTniE
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