Next Gen Success: A Masterclass in Building Trust and Credibility in a $7B Multi-Family Office

Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of mentors, the influence of AI, and much more.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

https://youtu.be/jmtqqBQ9C80

There’s a fairly well-defined career path for most financial advisors.

You spend the early years learning the business, supporting senior advisors, and gradually taking on more responsibility. When it comes to ultra-high net worth clients, that timeline tends to stretch even longer, given the complexity and expectations that come with those relationships.

But the path isn’t always linear. And in some cases, it moves faster than people expect—especially when the focus shifts from simply accumulating experience to developing real expertise and “a seat at the table” early on.

That’s part of what makes Wen Nottebohm’s perspective so compelling.

Wen is part of the Berman Capital Advisors team at Cresset, a $230B+ multi-family office. The Berman team manages roughly $7B in assets, and Wen herself is advising on $1.6B for UHNW families and entrepreneurs.

What stands out is not just the scale, but how early in her career Wen stepped into that level of responsibility—and what it actually required to make that work.

In this conversation with Mindy Diamond, Wen offers a very real look at the next gen perspective, including:

• The wirehouse environment—and what made it a successful training ground.
• The value of a mentor—and how working with Justin Berman helped her move to the next level.
• Building a book to over $1B—and how she did so in a much shorter timeline than many of her peers.
• Earning credibility—and what it really takes to build a business and client trust with less of a track record.
• Working with a sophisticated client base—and how to manage expectations and identify what they really value.
• The benefit of a firm like Cresset—and how the more personalized culture and boutique feel creates a foundation for growth.
• The influence of AI—and how it’s both changing the dynamic and raising the level of the advisor-client conversation.

This episode is a masterclass for next gen and seasoned advisors alike, identifying what it really takes to build a billion-dollar business in a rapidly changing environment and questioning whether the traditional timeline for building an advisory practice is being rewritten in real time.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

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Wen Nottebohm
Managing Director and Wealth Advisor

Wen Nottebohm is a Managing Director, Wealth Advisor at Cresset. She works with clients to help protect and grow their legacy in order to have a bigger impact on what is most important to them. Wen was named to the 2024 Barron’s Top 100 Independent Advisors, 2025 Barron’s Top Independent Financial Advisors, 2025 Barron’s Top Financial Advisors By State, 2025 Barron’s Top Women Financial Advisors, 2025 Forbes Top Women Wealth Advisors Best-In-State, 2025 Forbes Best-In-State Wealth Advisors, 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State, and 2025 Forbes America’s Top Next-Gen Wealth Advisors lists.

Prior to Cresset, Wen worked as a Wealth Advisor for Berman Capital Advisors, and before that was with AQR Capital Management, where she was a Client Strategies and Portfolio Solutions Analyst. Wen started out her career in the Private Wealth Management division at Morgan Stanley Smith Barney, where she specialized in risk and discretionary account management for the firm’s ultra-high-net-worth clients.

Wen graduated from MIT with Bachelor of Science degrees in Economics and Management Science. She also holds an MBA from The Wharton School, University of Pennsylvania. She obtained the CERTIFIED FINANCIAL PLANNER® designation in 2019.

Wen and her husband live in Atlanta with their son and daughter. She serves on the Board of the YWCA of Greater Atlanta and is involved with the Atlanta Regional Commission Global Advisory Panel, the MIT Alumni Association, the Wharton Club of Atlanta, and the Young Women Leadership Forum. Wen is also a member of the LEAD Atlanta Class of 2016.