Why Cresset with Susie Cranston скачать в хорошем качестве

Why Cresset with Susie Cranston

Do unto others as they would have done to themselves. Cresset President and Chief Operating Officer Susie Cranston discusses the importance of providing personalized service to clients, focusing on the “platinum rule” of treating clients how they want to be treated. She explores how Cresset differentiates itself by keeping clients at the center of the firm, ensuring exceptional service day in and day out. Susie also covers industry trends, such as tax optimization, alternative investments, and how Cresset’s advisors are preparing for market shifts to continue meeting the needs of high-net-worth clients. Subscribe to Cresset:    / @cressetwealth   About Cresset: Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes Top RIA Firm. Connect with Cresset online: Website: https://cressetcapital.com/?utm_sourc... LinkedIn:   / cresset-capital   Instagram:   / cressetwealth   Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, see cressetcapital.com/disclosures.