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 your 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 firm 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 private 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.
A family office is a private advisory firm that manages the full range of a family’s financial needs, including investments, estate planning, and philanthropy. Its goal is to grow, protect, and transfer wealth across generations through a holistic, personalized approach.
Private wealth management offers tailored financial services for high-net-worth individuals, covering investments, tax planning, and estate strategies. It helps optimize and preserve wealth through a personalized, integrated approach.
If your finances are complex and you value thoughtful, personalized guidance, private wealth management may be a good fit. It offers strategic support to help you make confident, informed financial decisions.
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Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.
