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Cresset's Strategic Expansion in Houston

Cresset, a leading independent multi-family office and private investment firm, proudly announces the growth of its presence in Houston by welcoming a highly skilled wealth advisory team. This new team, headed by industry veterans Michael Ellington, Zach Gardner, and Danique van der Velden, brings with it an impressive portfolio of $1.4 billion in assets under management (AUM). Previously associated with Bernstein Private Wealth Management, this trio of experts is poised to make a significant impact in the Houston financial landscape.

With nearly three decades of combined experience, Ellington, Gardner, and van der Velden specialize in providing tailored financial solutions for business owners, entrepreneurs, and ultra-high-net-worth families. Their focus extends to comprehensive service offerings including pre- and post-transaction planning, estate and tax strategies, as well as both public and private investment management. This wealth of expertise positions them to adequately serve the diverse financial needs of their clientele.

In a statement, Cresset's President Susie Cranston expressed her enthusiasm, stating, "Michael, Zach, and Danique have established distinguished careers in delivering a holistic family office experience for affluent families and entrepreneurs. Their alignment with our values and commitment to fostering enduring wealth and creating lasting legacies resonates deeply with us."

The founders of this newly formed advisory team are thrilled about their choice to partner with Cresset. Ellington remarked, "Cresset represents the perfect environment for us to offer comprehensive family office services to successful families today. Our vision of collaboratively cultivating a 100-year firm aligns precisely with Cresset’s commitment to upholding strong relationships among employees, leadership, and clients—something that is increasingly rare within the industry."

Cresset is fundamentally designed to empower its clients by providing a comprehensive, integrated approach to wealth management. By combining traditional services with innovative solutions, the firm aims to enrich both the wealth and lives of its clients. The firm’s mantra underscores the significance of aligning financial strategies with each family's individual vision of success.

Cresset has consistently set the bar high, garnering accolades from renowned publications like Barron's and Forbes, which recognize it as one of the top multi-family offices in the nation. Their dedication extends not only to clients but also to their employees, cultivating an inviting workplace where exceptional service can flourish.

Established to endure, the firm is creating a legacy founded on shared successes and long-term relationships. Cresset aims to redefine how wealth is experienced—transforming financial management into a personalized journey of success.

As they expand their reach in Houston, the firm remains committed to delivering exceptional service and cultivating meaningful relationships with families they serve. With the combined expertise of Ellington, Gardner, and van der Velden, Cresset stands at the forefront of wealth management, ready to meet the evolving needs of its clients.

For those in the Houston area looking for tailored wealth management solutions, Cresset is poised to be a transformative partner in their financial journey. As the firm continues to grow, it embodies a genuine commitment to offering an integrated and intentional approach to wealth and life, ensuring that clients can successfully navigate their financial futures with confidence.

As Cresset charts its course in the industry, one thing remains clear: they are not just managing wealth; they are enriching lives—one family at a time.