By way of background, Matt and Alyssa are President and Executive Director, respectively, at Crestone Capital (website), an independent multi-family office with 30+ years of experience delivering holistic and high-touch wealth management solutions to an exclusive network of entrepreneurs, business owners, and their families. The team at Crestone Capital provides a suite of fully integrated investment management and wealth advisory solutions to families looking to protect and enhance their wealth and define their legacy. With more than $3B+ in assets under management (or “AUM”), the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their clients’ needs and interests first. Crestone is 100% employee-owned, with offices in Boulder, Denver, Austin, and Los Angeles. Outside magazine has recognized Crestone three times as one of the top 50 Best Places to Work in America.