#USA #Boca Raton #financial advisory #Cresset

Cresset Expands Its Presence in Boca Raton

Cresset, a prominent multi-family office and private investment firm, has made headlines by announcing its expansion into Boca Raton, Florida. This move comes with the exciting addition of a 16-person advisory team led by Michael Bober and Ed Ventrice, both seasoned professionals with over thirty years of experience in wealth management.

Previously managing around $4 billion in client assets at UBS, Bober and Ventrice's team is well-equipped to serve the financial needs of Boca Raton's affluent community. The new advisory group consists of skilled professionals, including Michael MacDonald, William "Billy" Marino, Sarah Ponczek, and Alex Santos. Together, they are committed to providing comprehensive wealth management solutions, institutional consulting services, and business succession planning tailored for high-net-worth individuals, families, and various organizations.

Deep Local Connections

One of the standout features of Bober and Ventrice is their deep-rooted connection to the Boca Raton community, having developed significant relationships over the years. Both leaders emphasize the importance of these connections, stating their excitement to continue serving the community they know so well.

Bober remarked, "Joining Cresset represents an exciting next chapter for our team and our clients. We look forward to harnessing Cresset's extensive resources to better serve our clients' wealth management needs."

Ventrice echoed these sentiments, highlighting Cresset's integrated family office model that aligns perfectly with their philosophy on wealth management. Their approach goes beyond mere investments; it focuses on viewing wealth from a holistic perspective, allowing families to thrive financially and personally.

Comprehensive Wealth Management Services

Cresset distinguishes itself by offering a full suite of family office services, which are designed to cater to the interconnected financial and personal needs of wealthy individuals and families. The services range from investment management, tax preparation, and estate planning to business succession consulting and even philanthropic advisory services.

In addition to financial guidance, Cresset provides its clients access to exclusive support, including concierge services for medical and travel needs. This robust support network ensures that clients can coordinate their financial and personal lives seamlessly.

According to Susie Cranston, CEO of Cresset, the firm is thrilled to expand its presence in South Florida. She stated, "Michael, Ed, and their team bring valuable experience and relationships to our firm, and we are eager to introduce more families to Cresset's exceptional family office offerings."

A Vision for the Future

Cresset is not just focused on providing individualized services; it envisions creating a sustainable entity that lasts over a hundred years, prioritizing the exceptional experience of both its clients and the teams serving them. They firmly believe that the essence of wealth management lies in fostering long-term relationships based on mutual success.

This expansion in Boca Raton signifies more than just a business move; it represents an invaluable opportunity for individuals and families in the region who seek personalized financial guidance that aligns with their life goals.

By integrating wealth management with a client-centered approach, Cresset is reshaping how families experience wealth, ensuring that it serves a life well-lived. As they establish themselves in Boca Raton, the firm is set to become a cornerstone of financial advisory services in the community.

The future looks bright for Cresset as they welcome their new team and embark on this exciting journey in Boca Raton, aiming to redefine wealth management through their commitment to personalized service and deep community engagement.