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
Let's discuss how Cresset can help you navigate your wealth and achieve your goals.
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.
$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.
Ultra-High-Net-Worth
& Multi-Gen Families
CEO Founders
& Entrepreneurs
Pre-Liquidity &
Next-Gen Innovators
Private Equity &
Venture Capital Partners
Professional Athletes & Entertainers
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.”
Frequently Asked Questions
Family Office Services vs. Multi-Family Office Services
At their core, both single-family and multi-family offices provide tailored solutions to manage and preserve family wealth. The key distinction lies in the model: a multi-family office (MFO)—like Cresset—delivers these services to multiple families, creating efficiencies through shared resources while maintaining personalized, high-touch service. For the purposes of this page, “family office” and “multi-family office” may be used interchangeably, though Cresset proudly operates as an MFO, offering the sophistication of a dedicated family office with the advantages of scale.
What are Family Office Services used for?
Family Office Services go well beyond investment management—they’re designed to help families sustain wealth and values across generations. These services address both financial complexity and family dynamics, providing strategic support for estate planning, tax optimization, philanthropy, and liquidity events. Just as important, they help families navigate intergenerational planning, governance, and education. Whether facilitating a business transition or aligning financial decisions with family values, Family Office Services are a trusted foundation for both legacy and lifestyle.
What are the tax advantages of Family Office Services?
With a deep understanding of each family’s financial picture and long-term goals, family offices are uniquely positioned to deliver proactive, strategic tax planning. This includes everything from tax-efficient investment strategies to trust structuring and business entity optimization. By staying current on evolving tax laws and leveraging sophisticated techniques—sometimes even emerging technologies like AI—family offices help families minimize liabilities, remain compliant, and make smarter long-term decisions. The result is a customized, forward-looking tax strategy aligned with each family’s priorities.
How do Multi-Family Offices make money?
Multi-family offices typically generate revenue through advisory fees, which may be based on assets under management (AUM), flat fees, or service retainers—depending on the scope of work. At Cresset, we operate under fiduciary standards, which means we are legally and ethically obligated to act in our clients’ best interests at all times. This structure ensures transparency and aligns our incentives directly with your goals, so our success is tied to yours.
Is a Family Office right for me?
If you’re a high-net-worth or ultra-high-net-worth individual or family seeking a more holistic, values-driven approach to wealth, a family office may be the right fit. Family offices are ideal for those who want integrated support—from investment strategy and estate planning to family governance and philanthropic planning—under one roof. The decision ultimately comes down to your complexity, goals, and desire for long-term, multigenerational stewardship. Understanding the different types of family offices is the first step toward determining the right model for your family’s future.
