Abby Holmes
Cresset Capital
Reston,
Virginia
Contact
How to contact
aholmes@cressetcapital.com
Professional Profile
Call Me When
you need a CFP, CEPA to support business owners 1 - 2 years pre-liquidity and who is interested in a fiduciary family office advisor.
Professions
Wealth Manager
Functional Expertise
Charitable giving
Estate planning
Family business
Investments
Philanthropy
Private placements
Transaction advisory
Trusts
Professional Certification
CFP®, CEPA
Client Industries
Business Services
Consumer Services
Financial Services
Government
Health/Pharma/Biotech
Real Estate/Construction
Software/Internet
Chapter information
Membership
Maryland Individual
Member since
New Member
Why I'm a Member of XPX
Teamwork and collaboration is critical in this practice, so being able to work with and coordinate with like-minded professionals is of great value to clients.
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