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
Create cohesiveness across key foundational areas.
GOALS-BASED PLANNING & INVESTING
Differentiating strategies for tax-efficient portfolios.
TAX STRATEGY & PLANNING
Proactive solutions to minimize capital gains and tax exposure.
WEALTH STRATEGY & LIQUIDITY PLANNING
Custom roadmap process for sophisticated wealth planning.
PUBLIC & PRIVATE INVESTMENTS
Access to curated private market opportunities.
ESTATE PLANNING, TRUSTS & PHILANTHROPY
Protect your family, plan your legacy, and fuel your passions.
PRIVATE BANKING SERVICES
Dedicated care for your private wealth management needs.
FAMILY GOVERNANCE & EDUCATION
Guide your wealth decisions across generations.
LIFESTYLE & WELLNESS RESOURCES
Enrich your family’s lifestyle to enjoy your wealth.
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
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
You Deserve a Family Office
Personalized service and objective advice.
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.”
