Navigating Wealth Management Models

In this episode, Avy Stein, Co-Founder and Co-Chairman of Cresset, the fastest growing Multi Family Office in the country, articulately explains the evolution of the Multi Family Office.

RIA’s have exploded in the last decade and disrupted the traditional wire house model. Now, Multi Family Offices (MFO’s) are disrupting (or buying) RIA’s in order to offer the ultra high net worth investor the most holistic investment platform to date.

It’s a fascinating conversation with one of the true pioneers in the financial markets.  Extremely insightful and thought provoking.