May 27, 2021
Disrupting the Landscape: How a $12B+ Multi-Family Office is Making Waves Amongst Advisors and Their Clients
The Diamond Podcast for Financial AdvisorsAbout this episode
Avy Stein, Founder and Co-Chairman of Cresset, talks about how the firm fills a gap in the landscape for advisors who serve high net worth clients, how Cresset compares to firms like Rockefeller, what’s driving recent growth and much more.