The Ever-Evolving Nature of Family Offices

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 Ever-Evolving Nature of Family Offices and Where the Opportunity Lies with Avy Stein, Co-Founder and Co-Chairman of Cresset

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About Cresset

Cresset is an independent, award-winning multi-family office and private investment firm with more than $45 billion in assets under management (as of 04/01/2024). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.

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