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Cresset Aims for $13.1B Trust Business with National Advisors Trust Deal

By Alex Ortolani · WealthManagement.com ·

Image: WealthManagement.com

Cresset plans to fold its existing $5.4 billion trust business into the $7.7 billion NAT platform while continuing to grow through external advisor clients and acquisitions.

Summary as published by WealthManagement.com
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