
Cresset Co-Founder and Co-Chairman Avy Stein shares his perspective on the evolving nature of family offices with the Family Office World Podcast. Stein discusses when a single family office makes sense, the advantages of multi-family offices, the key differences between wirehouses and RIAs, and the opportunities presented by Qualified Opportunity Zones (QOZs). You can access the podcast at the link below.
The post The Ever-Evolving Nature of Family Offices appeared first on Cresset.
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About Cresset
Cresset is an award-winning, independent, multi-family office, and private investment firm. We offer deeply personalized wealth management, investment advisory, and family office services to entrepreneurs, CEO Founders, and multi-generational families. Our goal is to reinvent the way you experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments.