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.
Create cohesiveness across key foundational areas.
Sourcing opportunities not typically available to individual investors. Providing an ecosystem of curated private market opportunities.
Remove the stress of everyday life and replace it with elevated expectations.
Personalized service and objective advice.
“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.”