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Cresset Houston Family Office & Private Wealth Management

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

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Our Houston Wealth Advisory & Family Office Team

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

Hanley Sayers

Hanley Sayers

Managing Director, Wealth Advisor
Nathan Snodgrass

Nathan Snodgrass, CFA, CFP®

Managing Director, Wealth Advisor
Karen Sotallaro

Karen Sotallaro, CFP®, CRPS®

Director, Wealth Advisor
Brandon Williams

Brandon Williams

Director, Wealth Advisor
Zaid Kayyali

Zaid Kayyali, CPWA®

Associate Director, Wealth Advisor
Talk to an Advisor

Houston Location

2001 Kirby Dr
Suite 400
Houston, TX 77019

713.332.2884

Our Houston Office

Houston Office
Cresset is a multi-family office and private wealth management firm headquartered in Houston, Texas. Our primary office is in the iconic River Oaks Banks Building within the River Oaks Subdivision. From here, you can enjoy breathtaking views of the Galleria, Greenway Plaza, and other prominent landmarks in Houston.
 
Our Houston 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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$50B+ Family Office

view disclosures

Barron’s Top Financial Advisors

Rankings developed by Barron’s using proprietary algorithms. Awarded 3/8/24 for data as of 10/18/23. Cresset paid no application fee to participate.

USA Top Financial Advisor Firm

Rankings are developed by USA Today by peer/client recommendations and growth of AUM. Cresset paid no application fee to participate.

Crain’s Chicago Top Money Managers

Rankings are developed based on a proprietary survey developed by Crain’s. Cresset paid no application fee to participate.

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312.429.2456
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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 name of Cresset Sports & Entertainment, 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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