Cresset

09/02/2026

Serving as a trustee requires balancing fiduciary responsibilities, the grantor’s intent, and the evolving needs of beneficiaries.

In this article, Cresset Director of Wealth Strategy Edith Hayes explores core trustee duties and offers a practical framework for navigating discretionary distributions, including the commonly used "health, education, maintenance, and support" (HEMS) standard.

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

08/25/2026

Cresset is pleased to welcome Michael Bober, Ed Ventrice, Michael MacDonald, 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 and brings decades of experience advising corporate executives, business owners, high-net-worth individuals, multi-generational families, foundations and endowments, and professional athletes.

They were drawn to Cresset’s ability to bring together sophisticated capabilities, an entrepreneurial culture, and the flexibility to serve clients with highly complex needs. The team shares Cresset’s focus on serving clients with complex financial needs through a coordinated family office approach.

Cresset expands to Boca Raton with a 16-person advisory team that previously managed approximately $4 billion in client assets at UBS.

08/19/2026

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.

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-based assumptions. Learn why curiosity, transparency, and partnership lead to better financial advice.

08/12/2026

Most founders focus on maximizing their company's value. But in exit planning, a lower valuation can actually create the greatest opportunity.

In his latest article, Cresset Senior Managing Director David Karp shares why planning early can help founders preserve more wealth for future generations.

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

08/05/2026

A successful liquidity event often brings more than newfound wealth; it can also bring a flood of investment opportunities.

From friends with startups to exclusive private deals, it can feel like everyone has the next "can't miss" opportunity. While some direct investments can create tremendous value, others can expose investors to significant legal, tax, operational, and financial risks.

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.

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

07/29/2026

Cresset is pleased to welcome Cory Boggs as Managing Director, Wealth Advisor in our Santa Barbara office.

Cory brings more than 15 years of experience advising entrepreneurs, business owners, and multi-generational families of wealth, with a focus on private market investing strategies, wealth planning, and portfolio management.

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

07/21/2026

We are pleased to welcome Chris Tiano and Nick Smith to Cresset.

Based in Los Angeles, Chris advises business owners and entrepreneurs whose wealth is often concentrated in the companies they have built, helping them navigate pivotal financial events with clarity and confidence.

Based in New York, Nick brings 15 years of experience advising ultra-high-net-worth individuals, established multigenerational families, and institutional clients through meaningful moments of wealth creation and transition.

Together, Chris and Nick have previously overseen $1.1 billion in assets under advisement.

NEW YORK – July 21, 2026 – Cresset announced today that Chris Tiano and Nick Smith have joined the firm as Managing Directors, Wealth Advisors in Cresset’s Los Angeles and New York offices, respectively. Tiano and Smith previously served as Directors for Lazard Wealth, where they oversaw $1....

07/14/2026

Cresset is thrilled to share that Dheeraj Soni has been named Chief Technology Officer.

With nearly 30 years of leadership experience across wealth management, private banking, prime brokerage, asset management, institutional trading, and investment banking, Soni brings deep industry and technology experience to his role leading Cresset’s technology organization.

At Cresset, he is responsible for advancing the firm’s technology strategy and infrastructure, while overseeing its trading platform, cybersecurity strategy, and ex*****on capabilities.

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Soni has nearly 30 years of leadership experience spanning wealth management, private banking, prime brokerage, asset management, institutional trading, and investment banking.

06/30/2026

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.

06/24/2026

Cresset is thrilled to share that we have been named on the San Francisco Business Times Best Places to Work list for 2026.

Learn more about our San Francisco-based team: https://cressetcapital.com/locations/san-francisco/?utm_source=facebook&utm_medium=social&utm_campaign=cam_fo_aw_sf-bestplacetowork_facebook_social_all_none