Cresset https://cressetcapital.com/

A New Paradigm
for Wealth Management

LET’s go

Boutique Family Office

Empowering
CEO Founders & Entrepreneurs

$
0
B

Assets Under Management¹

0

Barron’s Top Advisors¹

#
5

Best Multi-Family Office¹

0
+

Liquidity Events¹

LIFE SIMPLIFIED

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

Speak with a Founder

  • Liquidity & Exit Planning
  • Tax Strategies
  • Goals-Based Planning & Investing
  • Public & Private Investments
  • Private Banking
  • Legal, Estate & Philanthropy
  • Family Governance & Education
  • Lifestyle & Wellness

Founded on Transparency

start now

one orange

True Fiduciary® Standards

Your interests always come first.
VIEW HERE →
two orange

Total
Accountability

Independent firm adhering to strict SEC regulations.
three orange

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

investment planning sunset

investment planning sunset

Direct Private Investments

Access curated for you

Sourcing opportunities not typically available to individual investors.

Schedule Founder Call

Boutique Family Office

Private Wealth Management

CEO Founders & Entrepreneurs

Wealth Creators

Private Equity & Venture Capital Partners

Next-Gen Innovators

Dark header

Liquidity Planning. Selling Your Business. Exit Strategies.

ENTREPRENEURS HERE

Start Your Journey Today

Streamline Your Wealth.

SPEAK WITH A FOUNDER