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.
Rankings developed by Barron’s using proprietary algorithm. Awarded 3/15/23 for data as of 9/30/22. Cresset paid no application fee to participate.
YOUR FAMILY OFFICE
Bringing together the resources you need at each step of your journey.
The Cresset Ecosystem
Exclusive network of people, connections, private opportunities, and dedicated service providers.
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.
Cresset is an Award Winning Family Office
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 4/4/23 for data as of 9/30/22. Cresset paid no application fee to participate.
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.
Independent judges make determinations based on industry recommendations and a submitted application. Awarded 2/17/22 for data as of 7/31/21. Cresset paid no application fee to participate.
True Fiduciary® Standards
Your Interests Come First.
- 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
1 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.