Cresset to merge with Monticello Associates.

Cresset, a multi-family office and private investment firm, agreed to merge with Monticello Associates, an investment consulting firm that provides non-discretionary investment advisory services to foundations, endowments, and family offices. Financial terms are not disclosed. "Our decades-long relationship with their leadership is rooted in shared values and a client-first mindset. Together, we're creating a platform that not only expands access to premier investment opportunities across public and private markets but also strengthens our vision to build a 100-year firm dedicated to serving families and institutions with purpose, care, and innovation," Avy Stein, Cresset Founder and Co-Chairman.