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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Cresset Founders Story

$ 0 B+
Assets Under Management¹
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Barron’s Top Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithms. Awarded 3/8/24  for data as of 10/18/23. Cresset paid no application fee to participate.

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True Fiduciary® Standards¹
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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
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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 | Cresset Founder & Co-Chairman

Eric Becker
what is a multi-family office

What is a Multi-Family Office?

Navigating Wealth Transfer: Seven Essential Strategies

Navigating Wealth Transfer: 7 Essential Strategies to Prepare for the Impending Sunset of the Gift and Estate Tax Exemptions

How to Choose an Estate Planning Attorney

How to Choose an Estate Planning Attorney: 9 Questions to Ask

Family Communication for Wealth Transfer

Effective Family Communication is Key to Ensuring a Successful Transfer of Wealth

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