Cresset Announces Strategic Combination with Monticello Associates, Approaches $200 Billion in Assets

Cresset Announces Strategic Combination with Monticello Associates, Approaches $200 Billion in Assets

Monticello Associates provides highly specialized investment advisory services to prominent foundations, endowments, and family offices, and oversees $124 billion of non-discretionary client assets.

Cresset to Merge With Monticello Associates, Creating a Firm Overseeing Nearly $200 Billion in Assets

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Cresset and Monticello Associates Announce Strategic Partnership to Create $196 Billion Wealth Management Powerhouse

Cresset, a client- and employee-owned multi-family office, has announced plans to partner with Monticello Associates, an independent investment consulting firm specializing in non-discretionary investment advisory services. The combination will create a financial services entity overseeing nearly $200 billion in assets, positioning it as a significant player in the wealth management industry with enhanced capabilities to serve both family office…

Cresset Merges with $124B Institutional Consulting Firm

The deal with Monticello Associates, expected to close later this year, boosts Cresset’s institutional advisory capabilities and brings the RIA’s total assets to nearly $200 billion.