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In PWD coverage since October 5, 2026 · 2 stories
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Cresset-NAT combination would create a $13.1 billion trust platform for advisors

Cresset would move its $5.4 billion trust division onto National Advisors Trust's national charter, which already serves more than 340 wealth firms.
M&A · Oct 5Cresset pursues National Advisors Trust deal to build a $13.1B trust platform
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