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.
Your Life and Wealth, Optimized
We serve as your dedicated team, providing you with long-term financial planning and solutions to your lifestyle needs, from complex wealth planning to the more nuanced work of supporting your family’s overarching goals and values.
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
Schedule a Founder Call
Contact us to discuss Cresset’s family office and wealth advisory services.
Why UHNW Families Choose Cresset
Our Family Office Services Leadership Team
Meet the leadership team behind our Family Office Services, delivering a boutique experience and customized solutions to help you achieve your goals.
$60B+ Family Office
Barron’s #3 Top 100 RIA Firms
Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.
Forbes #14 Top RIA Firms
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.
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.”
