Asset growth potential Target TRUE Capital Management for cross-sell opportunities across their expanding asset base and recently merged platforms, focusing on enhanced wealth management, retirement planning, and generational wealth strategies for high-net-worth clients.

Athlete and entertainer focus Position services tailored to professional athletes and entertainers, offering liquidity planning, income diversification, brand monetization, and post-career transition strategies aligned with TRUE Cresset’s target client profile.

M&A integration needs Leverage the 2023 Cresset Partners merger and acquisition activity to propose unified advisory platforms, regulatory/compliance consolidation, and scalable tech-enabled solutions that streamline client onboarding and portfolio integration.

Global expansion signals Capitalize on growth through new offices and an international acquisition (Apparel Brands) to offer international wealth solutions, cross-border investment strategies, and currency/FX risk management for globally active clients.

Tech-enabled services Highlight opportunities to enhance their open-architecture platform with advanced analytics, financial literacy programs, and client engagement tools, aligning with their current tech stack to improve client experience and retention.