Family Office & Private Wealth Management
Wealth Optimized, Life Elevated
Guiding entrepreneurs and ultra-high-net-worth families toward creating enduring wealth, protecting legacy, and gaining time back.
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Guiding entrepreneurs and ultra-high-net-worth families toward creating enduring wealth, protecting legacy, and gaining time back.
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.
Explore if a family office is right for you.
Experience comprehensive wealth services with an independent family office firm built for flexibility.
Assets Under Management and Advisement (AUM/AUA) data as of 6/30/26
*Disclosures related to awards, recognitions, and rankings available here
Barron's #3 Top 100 RIA Firms
Rankings developed by Barron’s using proprietary algorithms. Awarded 9/11/26 for data as of 6/30/26. Cresset paid a licensing fee to use the Barron’s award logo for marketing purposes.
Let’s discuss how Cresset can help you navigate your wealth and achieve your goals.
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 more than $260B AUM/AUA, Cresset is frequently recognized as a top advisory firm by Barron’s and Forbes¹.
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.
