Cresset has expanded its national footprint by adding a high-profile advisory group overseeing more than $1.8 billion in client assets. The incoming team, led by Jamie Gilbert, Jean Wright, and Max Ripans, joins the firm from Goldman Sachs and will strengthen Cresset’s Atlanta operations while launching a new presence in Jackson Hole, Wyoming.
The three advisors bring extensive experience serving ultra-high-net-worth families, entrepreneurs, and senior executives, particularly in estate planning, generational stewardship, and complex tax strategy. Their arrival aligns with Cresset’s continued efforts to build a long-term, client-owned organization that provides institutional-grade investment access and a personalized family-office experience.
Cresset President Susie Cranston said the firm views the new team as an ideal cultural and strategic fit, pointing to their fiduciary orientation and hands-on approach to client engagement. Gilbert noted that although he had not been seeking a transition, he decided to join after evaluating the firm’s vision, governance structure, and alignment between leadership and advisors.
Cresset continues to position itself as a multi-family office built to endure, emphasizing its commitment to providing integrated wealth management, investment opportunities, and a long-horizon planning framework.
KEY QUOTES
“We couldn’t be more pleased to welcome Jamie, Jean, and Max to Cresset. They share our steadfast commitment to helping entrepreneurs and ultra-high-net-worth families create enduring wealth and lasting legacies. They have a client-first, fiduciary mindset and work closely with their clients to help provide the comprehensive, highly individualized solutions that successful families desire. They are the perfect fit for Cresset, and we look forward to what we will build together.”
Susie Cranston, President, Cresset
“I wasn’t looking to change firms when I was first introduced to Cresset. However, once I got to know Cresset’s vision and team and the deep, unconflicted alignment between advisors, leadership, and client families, I knew there was no place we’d rather be. It is incredibly reassuring to know that the families we serve will receive the sophisticated, holistic family office experience they expect and deserve.”
Jamie Gilbert
