BOUTIQUE FAMILY OFFICE

BUILT FOR ENTREPRENEURS

Centralized Resources for Your Unique Needs.

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DRIVEN BY INNOVATION

Award-winning, multi-family office founded on transparency to deliver a new paradigm for private wealth management. We have democratized and digitized 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.

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.

A True Fiduciary® firm built by clients, for clients. The focus is asset protection strategies, tax savings, cash flow strategies, estate planning and risk management to help avoid costly missteps and guide you on the path to financial freedom.

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

Serving the unique advisory needs of CEO Founders, Entrepreneurs, and Partners, as well as High-Net-Worth and Multi-Generational Families.

YOUR FAMILY OFFICE

SCHEDULE STRATEGY SESSION

#1
2020 Best Multi-Family Office



$13.3B
Assets Under Management



100+
Entrepreneur Liquidity Events



2021
Barron's Top Wealth Advisors



Top 25
Largest RIAs in the Country



30/70%
Client/Employee Owned



SEE DISCLOSURES HERE

Sophisticated Solutions

1

Goals-Based
Planning & Investing

2

Tax
Strategy
& Planning

4

Public
& Private
Investments

3

Wealth 
Strategy 
& Liquidity

8

Lifestyle & Wellness Resources

7

Family 
Governance
& Education

6

Banking
& Credit

Consulting

5

Estate, Philanthropy
& Legacy

Reinvent the Way You Experience Wealth.

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The Cresset Ecosystem

Connecting Founders & Partners Through Peer-to-Peer Networks and Exclusive Events.

LET'S TALK

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.

True Fiduciary® 
Standards

Your Interests Come First.

OUR TRANSPARENCY COMMITMENT1

MAKE A MOVE

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.

  1. Embrace The Legal Fiduciary Obligation To Place Client's Interests First
  2. Deliver Comprehensive Financial Planning
  3. Provide Fee-Only Advice
  4. Do Not Accept Commissions
  5. Receive Only One Source Of Revenue: Client Fees
  6. Provide Transparency On Portfolios And Investments
  7. Remain Independent From Any Bank, Broker Dealer, Insurance 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 Hold Any Client Assets, Securities Or Money

“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

Entrepreneurs Face Unique Planning Challenges.
Let's Talk.

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Chicago  |  Atlanta  |  Denver  |  Houston  |  Minneapolis  |  San Francisco  |  Washington, D.C.  |  West Palm Beach

Cresset refers to Cresset Capital Management and all of its subsidiaries and affiliates. Cresset Asset Management, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC are SEC registered investment advisors.

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