Cresset Capital https://cressetcapital.com/

Reinventing
Family Office &
Private Wealth

Let’s Talk

Sophisticated Services for
Founders, Entrepreneurs & UHNW Families
$
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B+

Assets Under Management¹

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Barron’s Top Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithm. Awarded 3/15/23 for data as of 9/30/22. Cresset paid no application fee to participate.

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True Fiduciary® Standards¹

Guiding Your Wealth Across Generations

Reinvent the way you experience wealth with an independent Family Office built for flexibility.

MEET WITH OUR FOUNDER

  • Private Wealth Management
  • Liquidity & Exit Planning
  • Tax Strategies
  • Access to Private Investments
  • Risk Management
  • Private Banking & CFO Services
  • Trust & Legacy Services
  • Estate Planning & Philanthropy
  • Family Governance & Education
  • Lifestyle & Wellness

Multi-Family Office

Tailored to your unique wealth needs.

Ultra-High-Net-Worth
& Multi-Gen Families

CEO Founders & Entrepreneurs

Pre-Liquidity & Next-Gen Innovators

Private Equity & Venture Capital Partners

Cresset Hall

Learn More About Exit Planning & Selling Your Business

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Private Wealth Management

Goals-based planning, tax-efficient portfolios, asset protection strategies, risk management, and custom solutions. True Fiduciary® Standards so your interests come first.

Private Investment Access

Sourcing opportunities not typically available to individual investors. Discover an ecosystem of private market opportunities.

Founded on Transparency

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Number 2

Total
Accountability

Independent firm adhering to strict SEC regulations.
Number 3

Transparent
Costs

Private investment firm with no hidden costs or fees.