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.
Working with pre-liquidity entrepreneurs in a variety of industries to help maximize liquidity events.
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Centralize your financial world to focus on what matters to you most.
Cohesive strategies to unify liquidity planning, tax, estate, and wealth advisory.
Proactive Solutions to Minimize Tax Exposure
Pre and Post Transaction Strategies
Financial Independence Modeling and Portfolios
Structuring to Prepare for Life After the Transaction
Pre-Negotiated Rates with Banking Institutions
Access to Direct and Curated Opportunities
Barron’s Top Financial Advisors
Rankings developed by Barron’s using proprietary algorithms. Awarded 3/8/24 for data as of 10/18/23. Cresset paid no application fee to participate.
Forbes Top Wealth Advisors
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 4/3/24 for data as of 9/30/23. Cresset paid no application fee to participate.
USA Top Financial Advisor Firm
Rankings are developed by USA Today by peer/client recommendations and growth of AUM. Cresset paid no application fee to participate.
Crain’s Chicago Top Money Managers
Rankings are developed based on a proprietary survey developed by Crain’s. Cresset paid no application fee to participate.
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Cresset refers to Cresset Capital Management and all of its subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, 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.
