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Tuesday, October 6, 2026The Morning Brief →Sign in
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National Advisors Trust

In PWD coverage since September 24, 2026 · 4 stories
2Deals on our tracker
Deal recordFull tracker →
Oct 4, 26Deal announcedCresset · $13 — coverage
Oct 4, 26Deal announcedCresset · $13 — coverage
PWD coverage
book

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.
Deals & PE · Oct 6Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform
M&A · Oct 5Cresset pursues National Advisors Trust deal to build a $13.1B trust platform
The Close · Sep 24The transfer is a governance test. Families are buying paperwork.
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