Cresset

Cresset is thrilled to share that we have been named on the San Francisco Business Times Best Places to Work list for 2026.

Learn more about our San Francisco-based team: https://cressetcapital.com/locations/san-francisco/?utm_source=facebook&utm_medium=social&utm_campaign=cam_fo_aw_sf-bestplacetowork_facebook_social_all_none

Cresset is thrilled to share that we have been named to CNBC's first-ever Elite Advisor list.

Cresset is pleased to welcome Lucas Huizar as Executive Managing Director, General Counsel.

Lucas brings more than 20 years of experience advising boards and executive teams at high-growth fintech and technology companies. He will be based out of Cresset’s San Francisco office and will join the firm’s Management Committee.

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Cresset Appoints Lucas Huizar as General Counsel Lucas is a senior legal executive with 20 plus years of experience advising boards and executive teams at high-growth fintech and technology companies.

We are pleased to welcome Mark Tremblay to Cresset as Executive Managing Director, Head of Family Office Services.

Mark brings more than three decades of leadership experience advising ultra-high-net-worth families and single-family offices, with deep expertise across fiduciary, tax, trust, and estate services. He is based in Cresset’s New York office.

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Cresset Appoints Mark Tremblay as Head of Family Office Services Mark brings more than 20 years of leadership experience with significant experience in investments, operations, and client service delivery.

We are pleased to welcome Ali Bathgate Hild to Cresset.

Based in Denver, she brings extensive experience advising entrepreneurs and business owners, particularly those approaching a sale, and has previously overseen approximately $1 billion in assets under advisement.

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Cresset Expands Denver Office, Adds $1B Wealth Advisor Hild brings extensive experience advising entrepreneurs and business owners on wealth planning, investing, lending, and trust services.

Cresset is pleased to welcome Mark Ostroff as Managing Director, Wealth Advisor.

Based in New York, Mark will advise ultra-high-net-worth individuals, family offices, entrepreneurs, and business owners, delivering integrated wealth management and facilitating access to select private market opportunities.

Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor Mark has established a 35-year career cultivating the advisory relationships with ultra-high-net-worth individuals, family offices, and entrepeneurs.

What does it take to build something that truly lasts?

That is the question at the heart of "The Long Game Podcast," a new series from Cresset hosted by Eric Becker.

Through conversations with founders, CEOs, investors, and multi-generational leaders, the podcast explores stewardship, succession, culture, resilience, and the long-term decisions that shape enduring organizations

Subscribe and listen now.

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-long-game-with-eric-becker/id1896628025
Spotify: https://open.spotify.com/show/033g1SCSMkQQXnNfn2SQV9
Cresset YouTube channel: https://www.youtube.com/playlist?list=PLhZTXRm5h2cFDeIgIgMxd5xQWCocco1WT
Cresset website: https://cressetcapital.com/podcasts/entrepreneurs/?utm_source=facebook&utm_medium=social&utm_campaign=cam_fo_aw_tlgpod-launchday_facebook_social_all_none

https://youtu.be/dHsHoX8F0us?si=RPdQZPHWXmcBpIs_

The Long Game Podcast with Eric Becker There are more than 30 million businesses in the United States alone. Within ten years, nearly 70% will disappear, and in a century, fewer than half of one p...

As e-bikes grow in popularity, so do liability risks.

In our latest article, Liz Garfien of Cresset's Insurance Advisory team explains how e-bike liability and insurance work, including coverage gaps, risk factors, and how to protect your assets with the right policies.

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Riding Forward: Understanding E-Bike Liability and Insurance Considerations Learn how e-bike liability and insurance work, including coverage gaps, risk factors, and how to protect your assets with the right policies.

With most estate plans, wealth transfer typically flows “downstream,” going from the parents or grandparents to the younger generations. But there is an interesting concept known as “upstream planning” that flips that concept on its head, and which may offer in significant tax benefits for the right families.

In our latest article, Cresset Managing Director Anne Novak explores this lesser-known strategy:

Upstream Planning: A Different Approach to Generational Planning Discover upstream planning, a strategy that shifts assets to older generations to secure a step-up in basis and reduce future tax exposure.

Tax season is a timely reminder that preparation extends beyond annual filings. For entrepreneurs, structuring your estate ahead of a business sale can help preserve wealth and support long-term transfer goals.

Read more about the strategic considerations that can help shape outcomes well before a liquidity event:

Structure Your Estate Before Selling Your Business An estate plan is the necessary foundation before selling your business as you begin the pre-transaction planning process. Prepare early.