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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Spire

In PWD coverage since October 2, 2026 · 4 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal announcedConcurrent · $5.4B — coverage
PWD coverage
Deals & PE

Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform

Cresset would move its $5.4 billion trust division onto the target's charter in the same 48 hours that brought Aspen Standard's Cullen purchase and Concurrent's $5.4 billion Spire deal.
Features · Oct 3CG Financial hires TradePMR and Axos executives as platform fight intensifies
advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year
exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
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