Ansh Jhaveri is a Director on the CFO Services team at Cresset, where he partners with ultra-high-net-worth families to deliver customized financial management solutions. His work spans across concierge services, expense reporting, bill pay and upgrading clients’ technology stacks to create greater efficiency and transparency. With a strong focus on process improvement, Ansh helps families streamline their internal operations, implement best-in-class tools, and gain better visibility into their financial picture.
Ansh brings more than three years of experience in the family office space. Before joining Cresset, he was with ICONIQ Capital, where he supported many UHNW clients by providing highly personalized CFO services. His role included overseeing daily financial operations, coordinating across advisors, and implementing workflows that improved accuracy, timeliness, and reporting quality.
He earned his MBA from Johns Hopkins University, building on a foundation in finance and operations. Based in Houston, Texas, Ansh lives with his wife, Sanjana. Outside of work, they are passionate about food and enjoy exploring new restaurants. They also share a love for travel, seeking out new experiences and destinations around the world.
Recognized for his attention to detail, discretion, and client-first approach, Ansh serves as a trusted advisor to families navigating the complexities of managing and preserving wealth across generations.