Delivering Direction and Control – Episode 11

Guests: Avy Stein, Founder and Co-Chairman, and Sarah Simon, Director, Wealth Strategist and Wealth Advisor, from Cresset Capital Management

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guests from Cresset Capital Management, Avy Stein – Founder and Co-Chairman – and Sarah Simon – Director, Wealth Strategist and Wealth Advisor – for a discussion around Cresset’s vision on reinventing wealth management, and, very much like Bridgeford, embracing a totally new wealth management paradigm. This episode also explores how Cresset leads with planning and surrounds clients with a full team to serve them and offer big ideas such as South Dakota’s trust capabilities in terms of tax planning, asset protection, and modern trust laws.