Investment advisory firm Cresset has appointed Bill Rudnick as the head of its Family Office Services group.
At present, Rudnick is the senior partner and general counsel at Cresset.
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He has spent over three decades in charge of client-facing teams.
Cresset founder and co-chairman Eric Becker said: “Bill’s deep experience helping to lead a multi-generational firm, combined with his many years serving as an attorney and adviser to entrepreneurs, CEOs, and families, make him uniquely qualified to lead Cresset’s Family Office Services.”
The Family Office Services group of Cresset covers a range of aspects.
These include family governance and education, wealth strategy, philanthropy, balance sheet management as well as family enterprise planning.
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By GlobalDataRudnick stated: “Our Family Office Services support clients through an integrated platform that also includes comprehensive wealth advisory services, along with direct access to institutional-quality private investments.
“That is a powerful and much-needed combination of offerings.”
Cresset was established by private equity entrepreneurs Eric Becker and Avy Stein.
Last month, the firm picked a minority stake in True Capital Management, a San Francisco-based wealth manager that focuses on serving sudden wealth clients including professional athletes and lottery winners.
In 2019, Cresset snapped up California-based Cypress Wealth Advisors.
Cresset also purchased Evanston Advisors – a firm based in Illinois – last year.
