Monticello Associates in its acquisition by Cresset
On August 18, 2025, Cresset, a client- and employee-owned multi-family office built by entrepreneurs for entrepreneurs, announced a strategic combination with Monticello Associates, an independent investment consulting firm that provides non-discretionary investment advisory services to foundations, endowments, and family offices. Collectively, the firms will oversee nearly $200 billion in assets.
Wachtell, Lipton, Rosen & Katz is serving as legal advisor to Monticello.