Family Office Services
Sophisticated guidance and a boutique experience for 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.
Centralize Your Private Wealth Needs
Create cohesiveness across key foundational areas of wealth and well-being.
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
Sourcing opportunities not typically available to individual investors. Providing an ecosystem of curated private market opportunities.
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.”