Cresset’s Family Office customizes private wealth management to your goals. We offer holistic financial planning, private investments, tax and estate strategies, trust services, exit planning, and more.
Meet our team to explore if a family office is right for you.
Barron’s #3 Top 100 RIA Firms
Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.
Forbes #14 Top RIA Firms
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.
Reinvent the way you experience wealth with an independent Family Office built for flexibility.
Services tailored to your unique wealth needs.
Cresset was built by clients, for clients. Our leadership team combines deep experience with creative strategies to serve in the best interests of our advisors and clients. Together, they lead Cresset’s efforts to redefine wealth management and set new industry standards. With over $65 billion in assets under management, Cresset is frequently recognized as a top advisory firm by Barron’s and Forbes.
Goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. True Fiduciary® Standards – your interests come first.
Sourcing opportunities not typically available to individual investors. Direct access to institutional-quality private investments.
Independent firm adhering to strict SEC regulations.
Private investment firm with no hidden costs or fees.
Chicago | Atlanta | Austin | Charlotte | Dallas | Denver | Greenwich | Houston | Kalamazoo | Los Angeles | Menlo Park | Minneapolis | Naples | Nashville | New York City | Phoenix | San Francisco | Santa Barbara | Sioux Falls | Tulsa | Washington D.C. | West Palm Beach
Cresset refers to Cresset Capital Management, Peakline Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Peakline Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Peakline Partners, LLC, are SEC registered investment advisors.
