Berman Capital Advisors LLC, based in Atlanta, GA, has recently transitioned to Cresset Family Office, offering a comprehensive range of services for high-net-worth families and individuals. With a focus on flexibility and independent wealth management, Cresset provides private wealth management, tax strategies, access to private investments, risk management, and estate planning, among other services.
Cresset's shared services platform, recognized with awards, allows clients to access resources and experiences previously available only to multi-billion-dollar families, at a fraction of the cost. Led by founder Eric Becker, Cresset aims to streamline the wealth management experience, ensuring security, transparency, and trust for its clients across multiple locations in the United States.
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