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
TAX STRATEGY & PLANNING
WEALTH STRATEGY & LIQUIDITY PLANNING
PUBLIC & PRIVATE INVESTMENTS
ESTATE PLANNING, TRUSTS & PHILANTHROPY
PRIVATE BANKING SERVICES
FAMILY GOVERNANCE & EDUCATION
LIFESTYLE & WELLNESS RESOURCES
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
- Bespoke Travel & Private Aviation
- Preferred Access & Entertainment
- Cybersecurity & Privacy Protection
- Life & Home Management
- Healthcare Advocacy & Partnerships
- Wellness Resources & Education
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.”