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.

 

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Barron's Top Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithm. Awarded 9/19/22 for data as of 6/30/22. Cresset paid no application fee to participate.

$ 0 B
Assets Under Management
0 +
Entrepreneur Liquidity Events
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True Fiduciary® Standards
30/ 0 %
Client/Employee Owned

YOUR FAMILY OFFICE

Family Office Experts Diagram

Bringing together the resources you need at each step of your journey.

ceo founders magic number

Sophisticated Solutions

Reinvent the Way You Experience Wealth.

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.

The Cresset Ecosystem

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.”

Eric Becker & Avy Stein, Cresset Co-Founders

Cresset is an Award Winning Family Office

Algorithm based on qualitative and quantitative data developed by SHOOK Research for Forbes. Cresset paid no application fee to participate.

Barrons Top 100 RIA Firms Award

Rankings developed by Barron’s using proprietary algorithm. Awarded 9/19/22 for data as of 6/30/22. Cresset paid no application fee to participate.

Private Asset Management Awards

Independent judges make determinations based on industry recommendations and a submitted application. Cresset paid no application fee to participate.

True Fiduciary® Standards

Your Interests Come First.

OUR COMMITMENT1

  1. Embrace the Legal Fiduciary Obligation to Place Clients’ Interests First
  2. Deliver Comprehensive Financial Planning
  3. Provide Fee-Only Advice
  4. Do Not Accept Commissions
  5. Be Transparent on Client Costs, Fees, and Terms
  6. Provide Transparency on Portfolios and Investments
  7. Remain Independent from any Bank, Broker Dealer, Insurance Provider or Custodian
  8. Measure Client Performance Returns Using Independent Third Parties
  9. Do Not Create Products to Sell or Price Any Public Securities
  10.  Do Not Physically Hold or Possess Any Client
    Assets, Securities, or Money

Advisor has affiliations, through common ownership and/or control, with other registered investment advisors, registered financial service institutions, and pooled investment vehicles. The Advisor may recommend its affiliates’ products and services to clients. The True Fiduciary® Standards have been adopted by the Advisor and not its affiliated entities. In no event is a client obligated to use affiliates’ services or purchase products.