Cresset Capital https://cressetcapital.com/

A New Paradigm
for Wealth Management

LET’s go

Boutique Family Office

Empowering
CEO Founders & Entrepreneurs

$
0
B

Assets Under Management¹

0

Barron’s Top Advisors¹

#
5

Best Multi-Family Office¹

0
+

Liquidity Events¹

LIFE SIMPLIFIED

Family Office built for flexibility. Optimize your TIME to pursue what matters most.

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  • Wealth Management
  • Liquidity & Exit Planning
  • Tax Strategies
  • Public & Private Investments
  • Private Banking
  • Legal, Estate & Philanthropy
  • Family Governance & Education
  • Lifestyle & Wellness

Founded on Transparency

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Number 1

True Fiduciary® Standards

Your interests always come first.
SEE OUR STANDARDS →
Number 2

Total
Accountability

Independent firm adhering to strict SEC regulations.
Number 3

Transparent
Costs

Advisory Fee only.

Intelligent Wealth Management®

Tax-efficient portfolios, asset protection strategies, and custom solutions. True Fiduciary® Standards. Your interests come first.

Make Your Move

investment planning sunset

investment planning sunset

Direct Private Investments

Access curated for you

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

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Multi-Family Office Platform

Private Wealth Management &
Sophisticated Services For Your Unique Needs

CEO Founders & Entrepreneurs

Wealth Creators

Next-Gen Innovators

Private Equity & Venture Capital Partners

Cresset Hall

Liquidity Planning. Selling Your Business. Exit Strategies.

ENTREPRENEURS HERE

Start Your Journey Today

Wealth Simplified.

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