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.
2021 Barron's
Top Wealth Advisors1
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
Your Catalyst Playbook
Flexible Offering to Meet Your Needs
Limited Cresset Catalyst
Membership Opportunities.
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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.