Cresset’s President Shares the Secrets Behind $65B Growth
Susie Cranston, president and COO of Cresset, reveals how the firm scaled to $65 billion in assets while maintaining premium client service. She discusses their client-centric approach, multifamily office services, technology integration, and strategies for sustainable growth in wealth management. |
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TFO Family Office Partners evolved from a law firm's in-house family office into three distinct entities: a Phoenix-based multifamily office, an Ohio wealth management firm, and a South Dakota trust company. Co-founder Chris Erblich built each division organically, responding to client needs rather than following a predetermined business plan. |
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| | | Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, discusses the firm's growth strategy, emphasizing broad ownership culture and team collaboration. He highlights their focus on trusts and estate planning expertise while sharing plans for expansion through strategic RIA acquisitions. |
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| | | Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, discusses the firm's growth strategy, emphasizing broad ownership culture and team collaboration. He highlights their focus on trusts and estate planning expertise while sharing plans for expansion through strategic RIA acquisitions. |
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| Andrew Leonard, founder of Geometric Wealth Advisors, shares how his firm reached $1B in AUM by exclusively serving executives from top consulting firms like McKinsey, Bain, and BCG. The firm's success stems from deep industry knowledge, strategic remote work policies, and a unique approach to tax services and client acquisition. |
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| Andrew Leonard, founder of Geometric Wealth Advisors, shares how his firm reached $1B in AUM by exclusively serving executives from top consulting firms like McKinsey, Bain, and BCG. The firm's success stems from deep industry knowledge, strategic remote work policies, and a unique approach to tax services and client acquisition. |
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