Cresset Dallas Family Office & Private Wealth Management
We help business leaders and families grow and transition wealth through thoughtful, strategic guidance.
Contact Our Dallas Office
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Collaborative Private Wealth Solutions from Our Dallas Team
Meet the Dallas-based advisors delivering a boutique family office experience. From building a business to managing generational wealth, our team brings the insight and care you deserve.
Schedule a call with one of our Dallas wealth advisors to learn how our personalized approach can support your financial goals.
An Established Family Office in Dallas for Generational Wealth Planning
Cresset’s Dallas family office and private wealth management firm serves ultra-high-net-worth individuals and families across the Dallas area. Our Dallas office is located inside the historic Old Parkland campus, which is situated at the corner of Oak Lawn Avenue and the Dallas North Tollway.
This prestigious community landmark is a pulse for business and entrepreneurship, adorned in art and history. We support clients throughout the region and across the country from our 22 office locations.
As a full-service Dallas family office, we provide integrated wealth advisory services to help clients navigate the complexities of significant wealth. Our team offers strategic guidance in areas such as investment management, financial and estate planning, tax strategy, and business exit planning. Clients also benefit from access to a comprehensive suite of family office services designed for multigenerational success.
Cresset operates under True Fiduciary® standards, placing our clients’ best interests at the center of every decision. Our firm has been recognized by Barron’s, Forbes, Crain’s, and many others for leadership and excellence in private wealth management.
Partner With a Dallas Family Office That Puts You First
Unlock more time for what inspires you by letting us streamline the rest.
$70B+ Family Office
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 #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.