Crain’s Chicago’s 2018 Executive Guide on Wealth Management features interviews with leading wealth management firms in the area, including Cresset Wealth Advisors’ CEO Doug Regan. In the article “How to avoid costly investment mistakes” Regan emphasizes why it is crucial for investors to develop a plan, with input from professional counsel, and follow it. In the article “How to build a lasting legacy”, he elaborates on his view that investors should engage in “strategic philanthropy” to enable them to use their wealth to inspire future generations. Cresset currently has $2 billion of assets under management.
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