Welcome to Berman | Cresset

A Life Rich in Meaning.

Discover Cresset

Our People

At Berman | Cresset, we understand that wealth is not simply about the things you can buy—but is about the richness you can bring to your life—and those of others.

We share your desire to live well, give back, and pass on not only your wealth, but also your values to the generations to follow. And we are dedicated to helping you define, create, and live a life rich in meaning.

Who We Are

What We Do

“Our job is simple: Ask questions, listen and learn from you. Focus on your goals and apply our expertise to help you and your family get the most from your assets for generations to come.”
-Justin Berman, Founder & CEO

Berman | Cresset offers holistic financial advice and a broad range of services to you with your entire financial picture. We are deeply experienced and independent, focused on helping to enrich your life every single day.

Comprehensive Wealth Management & Family Office Services

  • Wealth Management
  • Liquidity & Exit Planning
  • Tax Strategies
  • Public & Private Investments
  • Private Banking
  • Legal, Estate & Philanthropy
  • Family Governance & Education
  • Lifestyle & Wellness
  • Berman | Cresset Network, Events, & Experiences

 

Insights

October 7, 2021

Interest Rates to Rise, but How High Is Up?

Equity investors are looking forward to Q4, hoping it plays out better than last quarter. Beset by a Delta variant flareup, consumer spending sagged, leading most markets lower. The S&P 500 fell nearly five per cent in September and limped through Q3 flat, in essence. Large caps finished the first nine months of the year nearly 16 per cent higher.

October 1, 2021

CEO Founders: How To Defer Taxes When Selling A Business

The genesis behind the Opportunity Zone legislation traces back to an unlikely cohort of bipartisan lawmakers, conservatives and young philanthropic multi-billionaires. The engine behind the idea was Sean Parker, of Napster fame, the original president of Facebook, who a decade earlier approached a few senators from the states with the largest concentration of run-down neighborhoods and highest inner-city poverty rates.

Live Richly

Whether your goal is to maximize the wealth you are able to share, to give your time and resources to the causes that mean the most to you, to unite your family in the process of giving—or all of the above—we are here to help you define, create, and live a life rich in meaning.

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