BOUTIQUE FAMILY OFFICE
Built For Entrepreneurs
Private Wealth Management and Bespoke Services.
Serving the unique advisory needs of CEO Founders, Entrepreneurs, Business Owners, and Partners, as well as High-Net-Worth and Multi-Generational Families.
DRIVEN BY INNOVATION
Award-winning, multi-family office founded on transparency to deliver a new paradigm for private wealth management. We have democratized the Family Office experience in a cost-efficient way. Our goal is to protect, enhance, and simplify your life, giving you time to pursue what matters to you most.
Cresset is built by clients, for clients.™ Our focus is asset protection, volatility strategies, tax savings, cash flow, estate planning, and risk management to help avoid costly missteps and guide you on the path to financial freedom.
We have assisted well over 100 entrepreneurs through liquidity planning and selling a business, advising on pre-sale and post-sale planning, exit strategies, transition and succession planning.
Barron’s Top Advisory Firm1
Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.
Assets Under Management1
National Office Locations
Client & Family Owned / Employee Owned
% Client & Family Owned / % Employee Owned¹
*Less than 10% strategic partner-owned
Bringing together the resources you need at each step of your journey.
Sophisticated Solutions
1
Goals-Based
Planning &
Investing
2
Tax
Strategy
& Planning
3
Liquidity
& Exit
Planning
4
Private
Investment
Access
5
Estate,
Philanthropy
& Trusts
6
Private
Banking &
CFO Services
7
Family
Governance
& Education
8
Lifestyle &
Wellness
Resources
The Cresset Ecosystem
Exclusive network of people, connections, private opportunities, and dedicated service providers.
Peer-To-Peer Network
You become part of a community that shares advice, resources, and investment possibilities to help enrich your life.
Access To Events & Ideas
Curated programs with globally recognized thought leaders, scientists, authors, researchers, technologists, and entrepreneurs.
“We built Cresset to provide opportunities 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.”
True Fiduciary® Standards
Your Interests Come First1
- Embrace the Legal Fiduciary Obligation to Place Clients’ Interests First
- Deliver Comprehensive Financial Planning
- Provide Fee-Only Advice
- Do Not Accept Commissions
- Be Transparent on Client Costs, Fees, and Terms
- Provide Transparency on Portfolios and Investments
- Remain Independent from any Bank, Broker Dealer, Insurance Provider or Custodian
- Measure Client Performance Returns Using Independent Third Parties
- Do Not Create Products to Sell or Price Any Public Securities
- Do Not Physically Hold or Possess Any Client
Assets, Securities, or Money
$60B+ Family Office
Barron’s #3 Top 100 RIA Firms
Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.
Forbes #14 Top RIA Firms
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.