Barb Quasius

About Barb Quasius

Quasius has a passion for positively impacting both the financial and family capital shining across the full-financial landscape and bringing to Cresset a breadth of experience as a former Family Office Executive, CFO and Board Member to a prominent multi-generational Kohler family global investment technology holding company. Cresset Capital: Boutique Multi-Family Office, Naples, FL: UHNW customized financial solutions to UHNW clients: Private and Public Investments; Risk management; Tax and Estate planning; South Dakota trust services, Liquidity planning; Philanthropy; Estate administration. Executive Global Investment Family Office Holding Corp - Windway Capital Corp, Kohler, WI 1993–2020 •A problem solver with the ability to breakdown complex concepts into actionable solutions.*CFO of Windway Capital Corp global investment holding co. and Family Office Executive. • Worked with MIT-trained CEO Patriarch and subsidiary mgmt developing a global sailing and technology portfolio (North Sails, Southern Spars, EdgeWater, North Thin-ply Technology, TPTGolf) which was later sold to a London-based firm. • Oversight of global direct, alternative and traditional investments: M&A and divestitures; Strategic planning, forecasting, budgeting, modeling and financial analysis; Legal contracts review, board and advisory oversight of global portfolio operating companies. Banking relationships; Estate and Tax planning, Tax compliance for global flow-thru entities, personal, gift and trust taxes; Global annual GAAP audit and risk management.* Aircraft and Yacht - purchase, operations and sale • Consult to Chilean, SA fly-out, fly-fishing eco-lodge • Led Board of Directors and Shareholder meetings – Board and Audit Committee Member. • Collaborated with Next Gen to develop a family office platform for governance, education, entrepreneurship, philanthropy (Private Fdn, DAF\'s and conservation projects) and legacy planning, creating a transparent forum to prepare and empower Next Gen stewards. • Steady leadership through family transitions and estate administration while carrying out remaining family shareholder objectives. EDUCATION & CERTIFICATION: • CERTIFIED FINANCIAL PLANNER™ - Northwestern University Program • Series 65 License * CPA (WI) • MBA: Marquette University - Investing and Entrepreneurship Focus • Spanish Language Immersion - Universidad Internacional Cuernavaca, Mexico • BA, Accounting, International Business, Spanish minor -Full Scholarship -Lakeland University

Experience

1. Managing Director- Wealth Advisor, Cfp CPA Mba

   Meristem L Cresset

   Jan 2021 — Present · Naples, FL, US

   Providing a comprehensive suite of family office services, investment advisory, wealth and legacy planning, trust services and family governance, with access to private investments: private credit, private equity, real estate, QOZ investments and other private investment opportunities. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors.