Cresset has announced that Bill Rudnick will lead the firm’s Family Office Services group. Rudnick, who serves as Senior Partner and General Counsel for Cresset, has more than 30 years of experience leading client-facing teams.
Cresset’s Family Office Services team works with Cresset’s clients to address all aspects of their wealth, including family governance and education, philanthropy and impact, wealth strategy, balance sheet management, and family enterprise planning.
“Our capabilities and our team in the Family Office Services group at Cresset are uniquely suited to deliver a reimagined approach to many of the needs of our clients,” Rudnick said. “Our Family Office Services support clients through an integrated platform that also includes comprehensive wealth advisory services, along with direct access to institutional-quality private investments. That is a powerful and much-needed combination of offerings.”
Eric Becker, Founder and Co-Chairman of Cresset, added, “Bill’s deep experience helping to lead a multi-generational firm, combined with his many years serving as an attorney and advisor to entrepreneurs, CEOs, and families, make him uniquely qualified to lead Cresset’s Family Office Services.”
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered investment advisor. Cresset Partners, Cresset’s private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Alongside Diversified Real Estate Capital, which was founded and is led by Larry Levy, Cresset Partners launched the Cresset-Diversified QOZ Fund, which invests in Qualified Opportunity Zones and creates potential for risk-adjusted, tax-advantaged returns.*
*The contents hereof are not to be used as the basis for making any investment decision and are not a recommendation of, or solicitation for, the subscription, purchase or sale of any security, including the fund mentioned herein.
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