Managing Wealth so You Can Focus on What Matters Most
Cresset was founded with a bold yet clear vision: to reinvent the way our clients experience wealth. That vision is clearly resonating, as today Cresset manages more than $65 billion in assets and is an award-winning multi-family office that is recognized as a top firm by Forbes, Barron’s and many others.
Motivated by the limitations of traditional wealth management, Cresset was built to serve our client families for generations to come. We have a 100-year mission and are committed to fundamentally redefining the client experience, allowing our client families to achieve the legacy they desire and focus on what matters most to them. As a client- and employee-owned multi-family office, we are guided by our True Fiduciary® Standards and are committed to always serve in the best interests of our clients.
Meet the leadership team behind Cresset reinventing the way you experience wealth while building a 100-year legacy of innovation, service, and excellence.
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.
Client & Family Owned
Employee Owned
*Less than 10% strategic partner-owned
Proudly independent and driven by innovation. Focused on the unique needs of Ultra-High-Net-Worth Families, CEO Founders, Entrepreneurs, Family Business Owners, PE Partners and Executives. Your Life Optimized.™
“Cresset’s integrated platform includes comprehensive wealth advisory services, along with direct access to institutional-quality private investments. It is a powerful and much-needed combination.”
Entrepreneur, Business Owner & Investor
Chairwoman of VEON and Former CEO of Xerox
Founder of Bridgewater Associates
Fashion Designer, Philanthropist & Founder & Chairwoman of DVF
Bestselling Author, Combat Veteran & Former CEO of Robin Hood Foundation
Chicago | Atlanta | Austin | Charlotte | Dallas | Denver | Greenwich | Houston | Kalamazoo | Los Angeles | Menlo Park | Minneapolis | Naples | Nashville | New York City | Phoenix | San Francisco | Santa Barbara | Sioux Falls | Tulsa | Washington D.C. | West Palm Beach
Cresset refers to Cresset Capital Management, Peakline Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Peakline Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Peakline Partners, LLC, are SEC registered investment advisors.
