narayan
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 Atlanta team at Cresset, a $230B+ multi-family office. The 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:
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The wirehouse environment—and what made it a successful training ground.
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The value of a mentor—and how working with Justin Berman helped her move to the next level.
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Building a book to over $1B—and how she did so in a much shorter timeline than many of her peers.
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Earning credibility—and what it really takes to build a business and client trust with less of a track record.
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Working with a sophisticated client base—and how to manage expectations and identify what they really value.
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The benefit of a firm like Cresset—and how the more personalized culture and boutique feel creates a foundation for growth.
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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.
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