Cresset Asset Management and Berman Capital Advisors have plans to merge, creating a $20 billion multi-family office serving clients from offices in 11 markets around the country.
"Cresset is the partner we've been seeking to take our business to the next level, offer our clients an even broader array of services, and provide career development opportunities and increased ownership for our team. We are excited to share with existing and new clients alike the truly holistic suite of innovative wealth management, family office, and private investment offerings we can provide together," said Justin Berman, founder and CEO of Berman Capital Advisors.
Berman is an independent multi-family office founded in 2010 that currently manages $4.7 billion in assets for clients. All 33 of Berman's team members are joining Cresset.
Cresset is a boutique multi-family office that launched in 2017 Today, Cresset is a Barron’s and Forbes Top Ranked Advisor and offers individual
