BOUTIQUE FAMILY OFFICE
Built for ENTREPRENEURS


Centralized Resources for Your Unique Needs.

MEET WITH OUR FOUNDER
MEET WITH OUR FOUNDER
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Cresset Receives Private Asset Management Award - Best RIA for HNW Clients
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Serving the Unique Advisory Needs of Entrepreneurs, CEO Founders, Wealth Creators, Executives, 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 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, tax savings, cash flow strategies, estate planning and risk management to help avoid costly missteps and guide you on the path to financial freedom.

#1

2020 Best Multi-Family Office1

$12.6B

Assets Under Management1

100+

Entrepreneur Liquidity Events1

2020

Barron's Top 100 RIA Firms1

TOP 25

Largest RIAs in the Country1

70/30%

Employee/Client Owned

Your Family Office Experts

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

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Sophisticated Solutions


Reinventing the Way You Experience Wealth.

1

Goals-Based
Planning & Investing

2

Tax
Strategy
& Planning

3

Wealth Strategy
& Liquidity

4

Public
& Private
Investments

5

Estate, Philanthropy
& Legacy

6

Banking
& Credit Consulting

7

Family Governance
& Education

8

Lifestyle & Wellness Resources

The Cresset Ecosystem


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

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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.

LET'S TALK

“We built Cresset to provide opportunities which were once only available to multi-billion-dollar families. Thinking like a $12B single-family office, we developed an award-winning shared services platform to deliver the same resources and experiences at a fraction of the cost.”

— Eric Becker & Avy Stein, Cresset Co-Founders

True Fiduciary® Standards


Your Interests Come First.

MAKE A MOVE

OUR TRANSPARENCY COMMITMENT2


  • Embrace the Legal Fiduciary Obligation to Place Client's Interests First

  • Deliver Comprehensive Financial Planning

  • Provide Fee-Only Advice

  • Do Not Accept Commissions

  • Receive Only One Source of Revenue: Client Fees

  • Provide Transparency on Portfolios and Investments

  • Remain Independent from any Bank, Broker Dealer, Insurance or Custodian

  • Measure Client Performance Returns Using Independent Third Parties

  • Do Not Create Products to Sell or Price Any Public Securities

  • Do Not Hold Any Client Assets, Securities or Money

2Advisor 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.

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