Episode 11 - Reinventing Wealth Management with Cresset Capital Management

from Delivering Direction and Control · host Bridgeford Trust Company

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guests from Cresset Capital Management, Avy Stein - Founder & Co-Chairman - and Sarah Simon - Director, Wealth Strategist & Wealth Advisor – for a discussion around Cresset’s vision on reinventing wealth management, and, very much like Bridgeford, embracing a totally new wealth management paradigm. This episode also explores how Cresset leads with planning and surrounds clients with a full team to serve them and offer big ideas such as South Dakota’s trust capabilities in terms of tax planning, asset protection, and modern trust laws.

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This episode is 44 minutes long.

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This episode was published on October 2, 2020.

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