Cresset Dallas Family Office & Private Wealth Management

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 22 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.