the way
it should be

We are a 21st century wealth management firm, providing individuals and families with access to sophisticated advice, services and investment solutions that are in alignment with their interests.

We are rethinking wealth management. The industry of today is marked by a complex array of investment choices, an opaque and often inefficient approach to fees, a lack of options for accessing the opportunities available in private markets, and a preference for scale in delivering advice. Cresset grew out of our Co-Founders’ belief that individuals and families deserve better.

We exist to provide our clients with access to a comprehensive array of capabilities, and in defining our purpose that way we are different in many ways from traditional wealth managers. Cresset has built a diverse ecosystem of individuals and ideas, over decades of experience, that enables us to partner with our clients in addressing whatever financial goal or question they have. This approach allows us to be nimble, flexible and highly tailored in our advice. We sit on the same side of the table as our clients, working on their behalf to address their unique requirements and financial objectives.

We Offer Clients Access to Traditional and More Sophisticated Capabilities

We offer a holistic suite of capabilities delivered through a firm culture that is aligned with clients’ interests.

  • Public market investments
  • Asset allocation
  • Estate & wealth transfer planning
  • Tax planning
  • Trust services
  • Risk management
  • Banking & lending
  • Customized goals-based planning
  • Customized goals-based allocations
  • Private market investments
  • Multi-generational family
    office services
  • Integrated, multi-custodian reporting

We Are Aligned with Our Clients

We are Privately Held: We strive to maintain a culture that limits bureaucracy and red tape. We are beholden to clients, not shareholders, so we aren’t subject to the short-term, quarterly financial management often associated with public entities.

We are Owners and Clients: Accountability for results is embedded across the firm. We take the same advice we give to our clients and follow the same investing philosophy.

We are Built for Flexibility: Solutions are always tailored. We draw upon our ecosystem to bring to each of our clients the particular mix of skills and ideas required to address their needs.

We are committed to bringing innovation to the work we do with clients, for example:

  • Creating vehicles for investments in private markets that offer individual investors opportunities to gain efficient exposure to a strategically sized portfolio of institutional-quality direct, private market investments.
  • Building a next-generation multi-family office, led by two of the leading subject matter experts in the family office community to deliver tailored wealth management services.
  • Leveraging technology to provide clients with a fully-integrated view of their wealth picture, including portfolios managed by Cresset and those held elsewhere.

To learn more about Cresset, contact us at