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 Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithm. Awarded 9/19/22 for data as of 6/30/22. Cresset paid no application fee to participate.

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True Fiduciary® Standards¹

Guiding Your Wealth Across Generations

Reinvent the way you experience wealth with a Family Office built for flexibility. Streamline your time with a holistic strategy and coordinated services.

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  • Private Wealth Management
  • Liquidity & Exit Planning
  • Tax Strategies
  • Access to Private Investments
  • Risk Management
  • Private Banking & CFO Services
  • Trust & Legacy Services
  • 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, risk management, and custom solutions. True Fiduciary® Standards where your interests come first.

MAKE YOUR MOVE

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cresset office 13

Access to Direct Private Investments

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

Private investment firm with no hidden costs or fees.
Cresset Hall

Liquidity Planning. Selling Your Business. Exit Strategies.

ENTREPRENEURS HERE