Family Office Services
Experience a holistic family office solution with sophisticated guidance and boutique services designed for the needs of UHNW and multi-generational families.
Protect Your
Most Valuable
Asset: TIME
Reinvent the Way You Experience Wealth.
Cresset’s Multi-Family Office helps unify your needs. Private wealth management, goals-based financial planning, private investment access, tax strategy, estate planning, liquidity and exit planning, trust services, private banking, philanthropic planning, family governance, and lifestyle concierge.
Holistic Family Office Solution
Centralize your private wealth needs and create cohesiveness across key foundational areas of wealth and well-being. Whether seeking an all-in-one solution or selected services, your family office will be tailored to help meet your goals now and across generations.
Goals-Based
Planning & Investing
Tax Strategy
& Planning
Wealth Strategy
& Estate Planning
Private Investment Opportunities
Liquidity &
Exit Planning
Trust
Services
Banking & Lending
Solutions
Risk
Management
CFO
Services
Family Governance
& Education
Philanthropy
& Impact
Lifestyle
Services
Access to Direct Private Investments
- Private Markets
- Tax-Efficient Investments
- Real Estate
- Qualified Opportunity Zones
- Private Capital
- Private Equity Secondaries
- Curated Fund Vehicles
Enjoy the Wealth You've Earned
- Bespoke Travel & Private Aviation
- Preferred Access & Entertainment
- Cybersecurity & Privacy Protection
- Life & Home Management
- Healthcare Advocacy & Partnerships
- Wellness Resources & Education
You Deserve a Family Office
Personalized service and objective advice tailored to your needs.
Streamline Your World
“We built Cresset to provide opportunities which were once only available to multi-billion-dollar families. Our award-winning shared services platform delivers the same resources and experiences at a fraction of the cost.”
