Cresset https://cressetcapital.com/

A New Paradigm
for Wealth Management

LET’s go

Boutique Family Office

Empowering
CEO Founders & Innovators

$
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B

Assets Under Management¹

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Barron’s Top Advisors¹

#
5

Best Multi-Family Office¹

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+

Liquidity Events¹

LIFE SIMPLIFIED

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

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  • Liquidity & Exit Planning
  • Tax Strategies
  • Goals-Based Planning
  • Private Investment Opportunities
  • Private Banking
  • Legal, Estate & Philanthropy
  • Family Governance
  • Lifestyle & Wellness

Founded on Transparency

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True Fiduciary® Standards

Your interests always come first.
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Total
Accountability

Independent firm adhering to strict SEC regulations.
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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

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Boutique Family Office

Private Wealth Management

CEO Founders & Entrepreneurs

Wealth Creators

Private Equity & Venture Capital Partners

Next-Gen Innovators

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Liquidity Planning. Selling Your Business. Exit Strategies.

ENTREPRENEURS START HERE

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Direct Private Investments

Access curated for you

Sourcing opportunities not typically available to individual investors.

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Start Your Journey Today

Streamline Your Wealth.

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