We advise entrepreneurs, founders, venture-backed and PE-backed executives, closely-held business owners navigating a business sale, and early team members at high growth tech companies.
Cresset Catalyst Clients
Working with pre-liquidity entrepreneurs in a variety of industries to help maximize liquidity events.
The Cresset Catalyst Solution
Centralize your financial world to focus on what matters to you most.
Services We Offer
Cohesive strategies to unify liquidity planning, tax, estate, and wealth advisory.
When I was 28, after selling two businesses, I was turned down by one of the best-known Wall Street firms because I didn’t meet their minimum. That inspired the creation of Cresset Catalyst—a platform designed to support founders earlier in their journeys—working to help achieve milestones and maximize liquidity events.
The Cresset Network
Join a community of entrepreneurs for insights and best practices for selling a business.
Entrepreneur & Business Owner
Entrepreneur & Founder of RISE
Founder, The Carlyle Group
Former CEO of McDonald's
Diane Von Furstenberg
Olympic Gold Medalist, U.S. Ski Team
Former CEO of Xerox
Cresset is an Award Winning Family Office
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/25/22 for data as of 12/31/21. Cresset paid no application fee to participate.
Rankings developed by Barron’s using proprietary algorithm. Awarded 9/19/22 for data as of 6/30/22. Cresset paid no application fee to participate.
Independent judges make determinations based on industry recommendations and a submitted application. Awarded 2/17/22 for data as of 7/31/21. Cresset paid no application fee to participate.
Talk with our Cresset Catalyst Founder to begin crafting your personalized plan.
Chicago | Atlanta | Austin | Denver | Houston | Los Angeles | Minneapolis | Minnetonka | Naples
San Francisco | Santa Barbara | Schaumburg | Scottsdale | Sioux Falls | Washington D.C. | West Palm Beach
Cresset Capital Management, LLC and all of its subsidiaries and affiliates. Cresset Asset Management, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset 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 Cresset Partners, LLC are SEC registered investment advisors.