Cresset Menlo Park Family Office & Private Wealth Management
We serve founders, entrepreneurs, and ultra-high-net-worth families. Schedule a call with one of our Menlo Park wealth advisors.
Contact Our Menlo Park Office
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Our Menlo Park Wealth Advisory & Family Office Team
Meet the Menlo Park wealth advisors providing a boutique experience dedicated to your needs.
Our Menlo Park Family Office
Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra-high-net-worth families. Our Menlo Park office is located on Sand Hill Road in the heart of Silicon Valley. We serve clients in the Bay Area and across the US from our 22 office locations.
Our Menlo Park 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.
