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.
Our 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 20+ 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.
$260B+ Family Office
Assets Under Management and Advisement (AUM/AUA) as of 7/1/26
*Disclosures related to awards, recognitions, and rankings available here.
