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Cresset Los Angeles Family Office & Private Wealth Management

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

Contact Our Los Angeles Office

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Our Los Angeles Wealth Advisory & Family Office Team

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

Doug Raetz

Co-President, TRUE Cresset Sports + Entertainment
Kenny Sorosky

Kenny Sorosky

Managing Director, Wealth Advisor
Dani Fitzgerald

Dani Fitzgerald

Director, Head of Business Management
Chris Schlatter

Chris Schlatter

Director, Wealth Advisor
Jon Marc Carrier

Jon Marc Carrier

Associate Director, Wealth Advisor
Talk to an Advisor

Los Angeles Location

2029 Century Park East
Suite 1780
Los Angeles, CA 90067

310.695.1793

Our Los Angeles Family Office

Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our Los Angeles, California office is located in Century City. We are across the street from the Century City Mall, less than a mile from Beverly Hills, and a short drive from UCLA. Our lobby was featured in the movie Barbie where Ken learns all about the patriarchy. We serve clients in the Los Angeles & Orange County metropolitan areas and across the US from our 19 office locations.
 
Our Los Angeles 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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$55B+ Family Office

view disclosures

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.

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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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