Reinvent the Way You Experience Wealth.
Private wealth management, goals-based financial planning, private investment access, tax, estate planning, liquidity strategy, trust services, private banking, philanthropy, governance, and lifestyle concierge. Cresset’s Multi-Family Office unifies your needs with empathy, experience, and action.
Personalized service and objective advice for your complex needs.
Reduce friction and create cohesiveness across key foundational areas.
Remove the stress of everyday life and replace it with elevated expectations.
Sourcing opportunities not typically available to individual investors. Providing an ecosystem of curated private market opportunities.
“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.”