Cresset Capital https://cressetcapital.com/family-office/
Starry Night

Boutique Family Office

Sophisticated Guidance Across Generations

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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.

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$
0
B+

Assets Under Management¹

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Barron’s Top Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithm. Awarded 3/15/23 for data as of 9/30/22. Cresset paid no application fee to participate.

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True Fiduciary® Standards¹

Access to Direct Private Investments

Sourcing opportunities not typically available to individual investors. Providing an ecosystem of curated private market opportunities.

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Enjoy the wealth you’ve earned

Remove the stress of everyday life and replace it with elevated expectations.

  • Bespoke Travel & Private Aviation
  • Preferred Access & Entertainment
  • Cybersecurity & Privacy Protection
  • Life & Home Management
  • Healthcare Advocacy & Partnerships
  • Wellness Resources & Education

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family office airplane
front of boat

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.”

Eric Becker