Family Offices in Charlotte

Atapco Properties is a privately held, full-service commercial and residential real estate development, investment, and management firm. The firm specializes in the acquisition, development, and operation of high-quality commercial real estate properties, including industrial, retail, office, residential, and mixed-use assets. They are known for their extensive expertise across various real estate categories, enabling them to navigate different market cycles and deliver diverse developments. Atapco Properties emphasizes thoughtful site selection, planning, and sustainable design standards, aiming to create lasting value for tenants and communities while contributing to local economies.The company's roots trace back over a century through its parent, American Trading and Production Corporation (Atapco), which was formed to consolidate and diversify the business activities of the Blaustein family, founders of the American Oil Company (AMOCO). Atapco Properties itself began operations in 1961, building its foundation on principles of quality, integrity, and community dedication. Today, the firm continues under the leadership of Chairman Daniel B. Hirschhorn, a grandson of Jacob Blaustein, upholding the long-standing family commitment to responsible development and high-quality service.Atapco Properties' investment strategy focuses on acquiring properties ranging from $5 million to $75 million. Their approach includes transit-oriented development, redevelopment, new development in urban and growth markets, value-add or opportunistic development, and land for residential lot development. The firm also provides comprehensive property management, leasing, and sales services, leveraging its in-house capabilities and partnerships with leading brokerage firms. Their commitment to sustainability is evident in their focus on LEED certification and incorporating green building methods into their projects.The firm operates across several states in the Mid-Atlantic and Southeast United States, including Maryland, North Carolina, Pennsylvania, Indiana, Virginia, Delaware, and the District of Columbia. Their team comprises experienced professionals dedicated to delivering top-notch results and fostering strong relationships with tenants and stakeholders. Atapco Properties' integrated approach, from zoning and entitlement to sustainable design and property management, allows them to execute complex projects that meet diverse market demands and enhance the quality of life in the regions they serve.

Cresset Capital is an independent, award-winning multi-family office and private wealth management firm that serves ultra-high-net-worth (UHNW) families, entrepreneurs, and executives across the United States. The firm offers a comprehensive suite of services designed to optimize wealth and life, including holistic financial planning, sophisticated investment solutions, tax and estate strategies, and trust services. Cresset aims to provide clients with the insights, access, and innovation traditionally reserved for leading single-family offices and institutions.The firm's offerings extend to private investment opportunities, encompassing private equity, real estate, and private credit. They also provide specialized services such as pre-transaction planning, liquidity and exit planning for business owners, private banking services, insurance advisory, CFO services, estate planning, philanthropic planning, family governance, education, and lifestyle solutions. Cresset emphasizes a client-first, fiduciary approach, ensuring transparency and accountability in its wealth management strategies.Cresset was founded in 2017 by private equity investors Eric Becker and Avy Stein. Their motivation stemmed from their own experiences with existing wealth management approaches, which they felt lacked the comprehensive, personalized services and access to institutional-quality private investment opportunities that UHNW individuals and families deserved. The founders envisioned creating a firm that was client and employee-owned, built to endure for over a century, and rooted in excellence, transparency, and partnership.The leadership team at Cresset includes founders Eric Becker and Avy Stein, along with key executives such as Susie Cranston (CEO effective April 15, 2026), Doug Regan (Founding Partner and Co-Chairman), Mike Silverman (Chief Investment Officer), Jack Ablin (Chief Investment Strategist), Paul Algreen (Chief Technology Officer), Michael Costabile (Chief Financial Officer), and Amy Hong (Chief Operating Officer). This team brings extensive experience in investment management, financial planning, and operational leadership, enabling Cresset to deliver sophisticated and integrated wealth management solutions to its diverse clientele.