Office Locations / Boston Office

Cresset Boston 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 Boston wealth advisors to learn how we can support your goals.

Contact Our Boston Office

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Boston Location

109 State Street
Suite 401
Boston, MA 02109

617.254.0011

Our Boston Family Office

At Cresset, we help business owners, innovators, and multigenerational families manage the complexity of wealth through a modern family office approach. Our Boston office is located in the heart of the city’s Financial District, steps from Faneuil Hall, the Greenway, and Boston Harbor. The area blends the energy of a global business hub with the charm of historic architecture, fine dining, and coastal views. We serve client families across the U.S. from our 20+ office locations.

Our Boston advisors take a holistic approach to managing wealth, integrating investment management, financial planning, tax strategy, and liquidity or exit planning into one cohesive strategy. Clients also gain access to private investment opportunities and a full suite of family office services. Rooted in our True Fiduciary® principles, we act solely in our clients’ best interests and are proud to be recognized by Barron’s, Forbes, and Crain’s for excellence in wealth management.

Discover how we can streamline your life so you can reclaim time for what’s truly important.

$70B+ Family Office

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Barron’s #2 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/12/25 for data as of 6/30/25. Cresset paid no application fee to participate.

Forbes Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/1/25 for data as of 3/31/25. Cresset paid no application fee to participate.