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 $70 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
