Cresset https://cressetcapital.com/cresset-catalyst/

Your Agile
Family Office

Wealth Management for Next Gen
Entrepreneurs & Innovators

Centralize Your Financial World

You face unique planning challenges. Cresset Catalyst helps you avoid costly missteps with an à la carte family office experience tailored to your needs.

Our goal is to protect, enhance, and simplify your life, giving you TIME to pursue what matters to you most. We support every stage of your venture life cycle with asset protection strategies, tax strategy, legal, estate and financial planning.

$ 1.1 B
Assets Under Management1

2021 Barron's

Top Wealth Advisors1

40 +
Entrepreneur Liquidity Events1

The Cresset Ecosystem

Catalyst Clients gain access to exclusive peer-to-peer learning with
global thought leaders, scientists, authors, and entrepreneurs.

Mark Cuban
Entrepreneur, Shark Tank Host,
Dallas Mavericks Owner

Laura Alber
CEO, Williams-Sonoma

Suneel Gupta
Entrepreneur and
Founder, RISE

David Rubenstein
Founder and Co-Executive
Chairman, The Carlyle Group

Don Thompson
Former CEO, McDonald's Corp.

Diane Von Furstenberg
Fashion Entrepreneur and Legend

How Cresset Catalyst Works

Speak with
a Founder
Experience the
Platform
Create a
Plan
Get
Started

Built by Entrepreneurs
for Entrepreneurs

Your Catalyst Playbook

Flexible Offering to Meet Your Needs

Financial independence modeling, net worth statement, customized and tax-efficient investment portfolio implementation.

Income tax strategy and planning, proactive solutions to minimize tax exposure, and tax compliance expertise.

Legal document review by in-house planners to provide insights and recommendations. Coordination with external counsel to implement your basic estate plan (will, revocable trust, and power of attorney). External counsel and advisor partnerships to establish trusts and analyze complex, tax-efficient insurance wrappers.

We help ensure the sale of your closely held business is structured in your favor to prepare you and your family for life after the transaction.

Access to direct, curated private investment solutions in real estate, private equity, and private credit to complement your financial plan and portfolio.2

Pre-negotiated rates from our custodians and banking relationships. Access to a network of 50+ institutions that compete for your business. Concierge mortgage service to coordinate and negotiate credit placement needs.

Limited Cresset Catalyst
Membership Opportunities.

Chicago | Atlanta | Denver | Houston | Minneapolis | San Francisco | Washington, D.C. | West Palm Beach


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Cresset refers to Cresset Capital Management 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. 1 https://cressetcapital.com/disclosures/ 2 Advisor has affiliations, through common ownership and/or control, with other registered investment advisors, registered financial service institutions, and pooled investment vehicles. Advisor may recommend its affiliates’ products and services to clients. True Fiduciary® Standards have been adopted by Advisor and not its affiliated entities. In no event is a client obligated to use affiliates’ services or purchase products.