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
They have our best interests in mind in everything they do.
— West Palm Beach Client
The above testimonial is a current anonymous client of Cresset. They have not received compensation to participate in this endorsement. There are no material conflicts. The testimonial was given in June 2023.
Perfectly fit our needs and has relieved a lot of stress. We love our Advisors.
— San Francisco Client
The above testimonial is a current anonymous client of Cresset. They have not received compensation to participate in this endorsement. There are no material conflicts. The testimonial was given in June 2023.
We’ve never had such competent and capable financial advisors. We will continue to recommend Cresset!
— San Francisco Client
The above testimonial is a current anonymous client of Cresset. They have not received compensation to participate in this endorsement. There are no material conflicts. The testimonial was given in June 2023.
Grateful to our team for making our new experience in the financial world educational and transparent.
— Washington D.C. Client
The above testimonial is a current anonymous client of Cresset. They have not received compensation to participate in this endorsement. There are no material conflicts. The testimonial was given in June 2023.
The comprehensive personal touch and ability to tailor the investment strategy is extremely refreshing.
— Denver Client
The above testimonial is a current anonymous client of Cresset. They have not received compensation to participate in this endorsement. There are no material conflicts. The testimonial was given in June 2023.
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.
$65B+ 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.”
