Cresset Boca Raton Family Office & Private Wealth Management
We serve founders, entrepreneurs, and families of significant wealth who seek to align their resources with their long-term vision and values. Connect with one of our Boca Raton wealth advisors to learn how we can support your goals.
Contact Our Boca Raton Office
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Our Boca Raton Wealth Advisory & Family Office Team
Meet the Boca Raton wealth advisors providing a boutique experience dedicated to your needs.
Our Boca Raton Family Office
At Cresset, we help business owners, innovators, and multigenerational families navigate the complexities of wealth with a modern family office approach. Located in Boca Raton, our South Florida office serves families in one of the region’s most vibrant communities, known for its thriving business environment, coastal lifestyle, elevated dining, and cultural amenities. We serve client families across the U.S. from our 20+ office locations.
Our Boca Raton advisors provide a holistic approach to wealth management, bringing together investment management, financial planning, tax strategy, and liquidity or exit planning within a coordinated strategy. Clients can also access private investment opportunities and a comprehensive range of family office services. Guided by our True Fiduciary® principles, we put our clients’ best interests first and are proud to be recognized by Barron’s and Crain’s for excellence in wealth management.
Discover how Cresset can help simplify the complexities of wealth so you can spend more time focused on what matters most.
$260B+ Family Office
Assets Under Management and Advisement (AUM/AUA) as of 7/1/26
*Disclosures related to awards, recognitions, and rankings available here.
