Dagny has always considered herself an advisor first. Over time, however, she felt herself spending more time navigating the demands of a large institution and less time doing what mattered most: advising clients and their families.
She wanted a platform that would give her team greater freedom to serve clients on their terms, along with the resources to address needs beyond traditional wealth management. At Cresset, they found integrated family office capabilities, access to institutional-quality private investments, and the flexibility to deliver more for the entire family.
They also found something new: the opportunity to become equity owners in the firm they were helping build.
