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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.

Mike Silverman

Mike Silverman

Executive Managing Director
Kirk Rimer

Kirk Rimer

Executive Managing Director
Tyler Bethea

Tyler Bethea

Managing Director
Wesley Crane

Wesley Crane

Managing Director
Kathleen Gibson

Kathleen Gibson

Managing Director
Lina Komanduri

Lina Komanduri

Managing Director
Bill McMahan

Bill McMahan, CPA

Managing Director
MeMe McNairy-Glenn

MeMe McNairy-Glenn

Managing Director
Shannon Miller

Shannon Miller

Managing Director, Private Wealth Client Services
Paula Oaxaca

Paula Oaxaca

Managing Director, Private Wealth Client Services
Katherine Archer

Katherine Archer

Director
Zack Cleveland

Zack Cleveland

Director
Eli Griffin

Eli Griffin

Director, Private Wealth Client Services
Kirsten McDonald

Kirsten McDonald

Director, Private Wealth Client Services
Maggie Miller

Maggie Miller

Director
Hannah Petty

Hannah Petty

Director, Private Wealth Client Services
Chelsey Yacos

Chelsey Yacos

Director
Michael Anderson

Michael Anderson

Associate
Tara DeLong

Tara DeLong

Associate, Private Wealth Client Services
Katherine Pyle

Katherine Pyle

Associate
Talk to an Advisor

Dallas Location

3953 Maple Avenue
Suite 250
Dallas, TX 75219

214.661.8333

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 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.
 
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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