Cresset Capital https://cressetcapital.com/

A New Paradigm
For Wealth Management

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Boutique Family Office

Empowering
Founders | Entrepreneurs | Families

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Assets Under Management¹

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Barron’s Top Advisors¹

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Forbes Top Advisors¹

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Top Fee-Only RIA¹

Guiding Your Wealth Across Generations

Reinvent the way you experience wealth with a Family Office built for flexibility. Streamline your TIME to pursue what matters to you most.

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

Multi-Family Office

Sophisticated Services Tailored To Your Unique Needs.

CEO Founders & Entrepreneurs

Pre-Liquidity & Next-Gen Innovators

Private Equity & Venture Capital Partners

High-Net-Worth
& Multi-Gen Families

Intelligent Wealth Management®

Tax-efficient portfolios, asset protection strategies, private investment access, and custom solutions. True Fiduciary® Standards where your interests come first.

MAKE YOUR MOVE

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cresset office 13

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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Founded on Transparency

OUR COMMITMENT TO YOU

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Number 2

Total
Accountability

Independent firm adhering to strict SEC regulations.
Number 3

Transparent
Costs

Advisory Fee only.
Cresset Hall

Liquidity Planning. Selling Your Business. Exit Strategies.

ENTREPRENEURS HERE