Partnering to Create Wealth

Family Office Scale and Thoughtful Credit Strategy with Alex Penning of Cresset Capital


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Alex Penning, Managing Director and Head of Banking and Lending at Cresset Capital, joins the show to discuss how Cresset helps clients think strategically about credit. We talk about the firm’s rapid growth, its integrated approach to family office services, and how Alex’s team works with business owners and wealth creators to find the right lending partners and solutions.

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Partnering to Create WealthBy New York Private Bank & Trust / David Marcus