# Cresset > Cresset is an independent, client- and employee-owned multi-family office and private wealth management firm serving entrepreneurs, founders, CEOs, athletes, entertainers, and other ultra-high-net-worth families. $250B+ in assets under management and advisement (AUM/AUA as of 4/15/26). Source: https://cressetcapital.com/ Contact: https://cressetcapital.com/contact/ Last Updated: 7/1/2026 ## Overview Cresset provides multi-family office and private wealth management services including: Private Wealth Management, Goals-Based Financial Planning, Investment Advisory, Wealth Strategy and Liquidity Planning, Estate Planning, Family Governance, Family Office Tax Planning, Private Investment Opportunities (private equity, private credit, real estate, and co-investments), Family Trust services, CFO services, Banking and Lending Solutions, Insurance Advisory, Concentrated Stock Strategies, Business Exit and Pre-Transaction Planning, Athlete and Entertainer Wealth Management, Philanthropic and Impact Planning, and Lifestyle and Concierge services. ## Family Office Services - [All Family Office Services](https://cressetcapital.com/family-office-services/): Experience a holistic family office solution with sophisticated guidance and boutique services designed for the needs of UHNW and multi-generational families. - [Private Wealth Management](https://cressetcapital.com/wealth-management/): Private wealth management strategies for growth, risk management, and market volatility. Your goals are the foundation for customized portfolios comprising passive and active solutions, with access to public and private markets. - [Private Investment Opportunities](https://cressetcapital.com/family-office-services/private-investments/): Direct access to institutional-quality private investments, including private equity, private credit, real estate, venture, and co-investment opportunities sourced and vetted by Cresset's investment team. - [Trust Services](https://cressetcapital.com/family-office-services/trust/): Full array of trustee services, including the delegation or management of trust assets. - [Athlete Wealth Management](https://cressetcapital.com/family-office-services/athlete-wealth-management/): We work with college and professional athletes, entertainers, and executives to help them achieve their financial goals and build generational wealth. - [Tax Strategy](https://cressetcapital.com/family-office-services/tax-strategy-and-planning/): Cresset reviews filed tax returns, prepares new tax returns and tax projections, utilizes tax loss harvesting and charitable donation planning, incorporates pre and post business sale tax strategies, evaluates policy changes, and coordinates with your investment team to minimize your tax exposure. - [Goals-Based Investing](https://cressetcapital.com/family-office-services/goals-based-planning-and-investing/): Customized, tax-efficient investment portfolios are accurately and reliably aligned with True Fiduciary® standards and your unique investment plan to help provide protection, data-driven clarity and transparency. - [Wealth Strategy](https://cressetcapital.com/family-office-services/wealth-strategy-and-liquidity/): From lifestyle funding and cash flow analysis, to liquidity planning, risk management, and asset protection, each plan is tailored to your unique situation by experienced and credentialed wealth strategists. - [Family Governance](https://cressetcapital.com/family-office-services/family-governance-and-education/): We provide direct support to families across a variety of areas, including but not limited to: Facilitation of Family Meetings, Philanthropic & Impact Advisory, Next Generation Education, Career Coaching, Financial Literacy, Peer Events, and Networks. - [Exit Planning](https://cressetcapital.com/entrepreneurs/business-exit-planning/): Exit Planning services include liquidity planning, selling a business, pre-sale planning, transaction planning, exit strategies, tax strategies, capital gains strategies, estate planning, and succession planning. ## Family Office Knowledge Base - [Family Office Knowledge Base Main Page](https://cressetcapital.com/family-office/): Explore family offices, their purpose, services, and types. Learn how a family office can help you manage wealth and support your high-net-worth family. - [What is a Multi-Family Office?](https://cressetcapital.com/family-office/multi-family-office/): A multi-family office works with high-net-worth families to manage their entire wealth picture, including tax and estate planning, risk management, and more. - [What is Private Wealth Management?](https://cressetcapital.com/family-office/private-wealth-management/): Understand the essentials of wealth management, from strategies and services to choosing firms. Learn why to use private wealth management and if it's worth it. - [What is Ultra High Net Worth Management?](https://cressetcapital.com/family-office/private-wealth-management/uhnw-wealth-management/): Learn about UHNW wealth management and how to choose between a firm, advisor, or family office that is right for you and aligned with your financial plan. - [What are Trusts?](https://cressetcapital.com/family-office/trusts/): A trust is crucial for preserving your family's wealth for future generations. Learn their purpose, benefits, types, and how to start one. - [What is Business Exit Planning?](https://cressetcapital.com/family-office/exit-planning/): Learn about business exit planning, exit strategies, and liquidity planning. Discover the steps, tax strategies, and expert advice needed to plan your successful business exit. - [What is a Fiduciary Financial Advisor?](https://cressetcapital.com/family-office/private-wealth-management/fiduciary-financial-advisor/): As a HNWI, learn why your financial advisor should be a fiduciary to protect your legacy. We discuss fiduciary duty, examples, services, and more. ## Family Office Locations - [Cresset Family Office Locations](https://cressetcapital.com/locations/): Cresset has family office locations in 24 cities across the United States. - [Chicago Family Office](https://cressetcapital.com/locations/chicago/): Cresset's Chicago, IL family office location. - [Atlanta Family Office](https://cressetcapital.com/locations/atlanta/): Cresset's Atlanta, GA family office location. - [Austin Family Office](https://cressetcapital.com/contact/): Cresset's Austin, TX family office location (by appointment). - [Boston Family Office](https://cressetcapital.com/locations/boston/): Cresset's Boston, MA family office location. - [Charlotte Family Office](https://cressetcapital.com/locations/charlotte/): Cresset's Charlotte, NC family office location. - [Cleveland Family Office](https://cressetcapital.com/locations/cleveland/): Cresset's Cleveland, OH family office location. - [Dallas Family Office](https://cressetcapital.com/locations/dallas/): Cresset's Dallas, TX family office location. - [Denver Family Office](https://cressetcapital.com/locations/denver/): Cresset's Denver, CO family office location. - [Greenwich Family Office](https://cressetcapital.com/locations/greenwich/): Cresset's Greenwich, CT family office location. - [Houston Family Office](https://cressetcapital.com/locations/houston/): Cresset's Houston, TX family office location. - [Kalamazoo Family Office](https://cressetcapital.com/locations/kalamazoo/): Cresset's Kalamazoo, MI family office location. - [Los Angeles Family Office](https://cressetcapital.com/locations/los-angeles/): Cresset's Los Angeles, CA family office location. - [Menlo Park Family Office](https://cressetcapital.com/locations/menlo-park/): Cresset's Menlo Park, CA family office location. - [Minneapolis Family Office](https://cressetcapital.com/locations/minneapolis/): Cresset's Minneapolis, MN family office location. - [Naples Family Office](https://cressetcapital.com/locations/naples/): Cresset's Naples, FL family office location. - [Nashville Family Office](https://cressetcapital.com/locations/nashville/): Cresset's Nashville, TN family office location. - [New York City Family Office](https://cressetcapital.com/locations/new-york-city/): Cresset's New York, NY family office location. - [Phoenix Family Office](https://cressetcapital.com/locations/phoenix/): Cresset's Phoenix, AZ family office location. - [San Francisco Family Office](https://cressetcapital.com/locations/san-francisco/): Cresset's San Francisco, CA family office location. - [Santa Barbara Family Office](https://cressetcapital.com/locations/santa-barbara/): Cresset's Santa Barbara, CA family office location. - [Sioux Falls Family Office](https://cressetcapital.com/locations/sioux-falls/): Cresset's Sioux Falls, SD family office location. - [Tulsa Family Office](https://cressetcapital.com/locations/tulsa/): Cresset's Tulsa, OK family office location. - [Washington DC Family Office](https://cressetcapital.com/locations/washington-dc-metro/): Cresset's Washington DC family office location. - [West Palm Beach Family Office](https://cressetcapital.com/locations/west-palm-beach/): Cresset's West Palm Beach, FL family office location. ## About/Company Information - [About Cresset](https://cressetcapital.com/about/): About the company, Cresset, an independent, client- and employee-owned multi-family office founded by families, for families. - [Cresset's Rankings & Awards](https://cressetcapital.com/about/rankings-and-awards/): A list of Cresset's awards and rankings received by third party organizations, such as Barron's and Forbes. - [Cresset Team](https://cressetcapital.com/about/cresset-team/): A directory of Cresset's private wealth management advisors and family office services team. - [Cresset Leadership Team](https://cressetcapital.com/about/leadership-team/): The Cresset executive team, founded by Eric Becker and Avy Stein. - [Breakaway Advisors](https://cressetcapital.com/breakaway-advisors/): Cresset offers personalized guidance for real-life challenges, ensuring stability, trust, and enduring partnerships with breakaway advisors. ## Articles & Resources - [All Articles](https://cressetcapital.com/articles/): Cresset's full library of articles and insights spanning family office strategy, market updates, entrepreneurship, firm news, and advisor thought leadership. - [Family Office Insights](https://cressetcapital.com/articles/insights/): Private wealth transfer strategies, generational wealth protection, and market insights from top advisors. Read Cresset's expert perspectives for family offices. - [Market Update](https://cressetcapital.com/articles/market-update/): Cresset's expert market updates, capital markets insights, and the current economic outlook. Stay informed with regular commentary and financial perspectives. - [Entrepreneurial Insights](https://cressetcapital.com/articles/entrepreneurs/): Expert guidance on financial planning for entrepreneurs, CEO wealth management, and business lending strategies tailored for founders and business owners. - [Cresset News](https://cressetcapital.com/articles/news/): The latest Cresset news, including leadership hires, national rankings, acquisitions, and strategic growth updates from across the firm. - [Advisor Insights](https://cressetcapital.com/articles/advisors/): Insights and thought leadership for breakaway advisors. - [The Long Game Podcast](https://cressetcapital.com/podcasts/entrepreneurs/): Cresset co-founder Eric Becker interviews founders and business leaders on building companies that endure across generations. - [Cresset Events](https://cressetcapital.com/events/): Private family office events featuring globally recognized innovators, thought leaders, scientists, authors, and entrepreneurs.