Registration

Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. The Connable Office Inc. (“Connable”), an affiliate of Cresset Capital Management, LLC, is organized as a private trust company. Cresset Asset Management, LLC and Monticello Associates, LLC are SEC registered investment advisors. SEC registration does not imply any specific level of skill or training.

Navigating Succession: Honoring Legacy and Engaging the Rising Generation with Joshua Gentine

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