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Cresset Charlotte Family Office & Private Wealth Management

We serve founders, entrepreneurs, and ultra high net worth families. Schedule a call with one of our Charlotte wealth advisors.

Contact Our Charlotte Office

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Our Charlotte Wealth Advisory & Family Office Team

Meet the Charlotte wealth advisors providing a boutique experience dedicated to your needs.

Mike Silverman

Mike Silverman

Executive Managing Director
Kirk Rimer

Kirk Rimer

Executive Managing Director
Tyler Bethea

Tyler Bethea

Managing Director
MeMe McNairy-Glenn

MeMe McNairy-Glenn

Managing Director
Zack Cleveland

Zack Cleveland

Director
Talk to an Advisor

Charlotte Location

4525 Sharon Road
Suite 250
Charlotte, NC 28211

704.285.2137

Our Charlotte Family Office

Charlotte Family Office
Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our Charlotte office is well-positioned on Sharon Road in the heart of SouthPark, next to Apex SouthPark, a new mixed-use development that includes retail, lodging, and SouthPark Mall. We serve clients across the Carolinas and across the US from our 21 office locations.
 
Our Charlotte financial advisors provide holistic wealth advisory services including wealth management, financial planning, tax strategy, liquidity and exit planning, private investment access, and even more family office services. We are committed to our clients’ best interests through True Fiduciary® standards and have numerous awards from Barron’s, Forbes, and Crain’s Chicago Business.
 
Learn more about how we can streamline your life so you have more time for what matters to you most.
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$60B+ Family Office

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Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

Forbes Top RIA Firms 2024

Forbes #14 Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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