Cresset, a provider of investment advisory services, is set to merge with Berman Capital Advisors, a provider of wealth planning and objective investment advisory services. Financial terms were not disclosed. "Cresset is the partner we've been seeking to take our business to the next level, offer our clients an even broader array of services, and provide career development opportunities and increased ownership for our team. We are excited to share with existing and new clients alike the truly holistic suite of innovative wealth management, family office, and private investment offerings we can provide together," Justin Berman, Berman Capital Founder and CEO.