US-based multifamily office Crestone Capital has opened a new office in Los Angeles to further expand its national presence and to support its growing client base.
The firm has appointed Alyssa Do to manage the new office which marks its fourth location after Boulder, Denver, and Austin.
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Do will serve as Crestone wealth planning executive director Do and will offer trust, estate, philanthropic and income tax planning to high-net-worth individuals and their families.
She will be part of Crestone Impact Committee, which invests to generate positive, measurable social and environmental impact along with strong financial results.
Crestone CEO and CIO managing partner Eric Kramer said: “Alyssa’s technical, tax and legal expertise, as well as her passion and knowledge regarding impact investing, will further strengthen the services we provide our clients.”
Do was most recently a managing director at Beverly Hills-based wealth management, trust, and private banking firm Boston Private.
She has also worked at City National Bank for nearly ten years.
Do said: “Everyone has a story. My clients are extremely successful, and I have the privilege of being able to help them protect what they have worked so hard to build and to help their families ensure the next generation is ready to become stewards of this wealth.
“These stories live on beyond our clients’ lifetimes. It is an honour to work with the next generation to help them understand the philanthropic vision of their families while they continue to make a positive, meaningful impact.”
Crestone provides wealth management services to an exclusive network of entrepreneurs, business owners and their families.
The firm, which manages more than $3.2bn in assets, is fully owned by a team of 51 employees.
