BOUTIQUE FAMILY OFFICE

BUILT FOR ENTREPRENEURS

Centralized Resources for Your Unique Needs.

Serving the unique advisory needs of CEO Founders, Entrepreneurs, 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 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.

0
Barron's Top Wealth Advisors
$ 0 B
Assets Under Management
0 +
Entrepreneur Liquidity Events
0
True Fiduciary® Standards
Top 0
Largest RIAs in the Country
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

Tax
Strategy &
Planning

2

Goals-Based
Planning &
Investing

3

Wealth
Strategy
& Liquidity

4

Public
& Private
Investments

5

Estate,
Philanthropy
& Legacy

6

Private
Banking
Services

7

Family
Governance
& Education

8

Lifestyle &
Wellness
Resources

The Cresset Ecosystem

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

True Fiduciary® Standards

Your Interests Come First.

OUR TRANSPARENCY 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 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.