Cresset Dallas Family Office & Private Wealth Management

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

Contact Our Dallas Office

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Our Dallas Wealth Advisory & Family Office Team

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

Dallas Location

3953 Maple Avenue
Suite 250
Dallas, TX 75219

Our Dallas Family Office

Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. 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 beating pulse for business and entrepreneurship, adorned in art and history. We serve clients in Texas and across the US from our 21 office locations.
 
Our Dallas 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.

$60B+ Family Office

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

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.