Welcome to Berman | Cresset

A Life Rich in Meaning.

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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

November 2, 2021

Getting to Know Michael Sayman: App Kid Extraordinaire

In the depths of the Great Recession, 13-year-old Michael Sayman took it on himself to step up and do what he could to support his family. One year and countless online coding tutorials later, he launched an iPhone app that was raking in thousands of dollars a month. That was just the beginning of his adventure in app development. While still in high school, Sayman developed the gaming app 4 Snaps, which reached the number one spot on the world games chart. That led to a job as Facebook’s youngest employee in history. From there (still only age 21), he went to work for Google as a Project Manager for the voice-based service, Assistant. Today, Sayman has returned to his gaming roots as a Senior Product Manager and Designer for Roblox.

On November 10, Sayman will join Cresset for an exclusive online event where he will share his incredible journey through the world of app development as told in his new memoir, “App Kid: How a Child of Immigrants Grabbed a Piece of the American Dream.”

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.

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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