Cresset New York City Family Office & Private Wealth Management
From entrepreneurs to multigenerational families, we guide clients through complex wealth decisions. Speak with a New York City wealth advisor to learn more.
Contact Our New York City Office
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Meet Our New York City Family Office Team
Meet the NYC-based team dedicated to delivering personalized, boutique wealth management for every stage of life. Whether you are navigating complex estate plans or aligning family values with financial decisions, our team offers personalized support at every stage.
Schedule a call with a New York City advisor to learn more.
New York City Location
Our Family Office Services in New York City
Cresset’s New York City family office and private wealth management firm serves founders, entrepreneurs, and ultra-high-net-worth families. Our Midtown Manhattan office, just steps from Grand Central Station, supports clients across the New York tri-state area and nationwide through our network of 22 office locations.
Our New York City location offers a comprehensive suite of services, including investment management, financial planning, exit and liquidity planning, tax strategy, family office services, and more.
As a True Fiduciary®, we are unwavering in our commitment to your best interests—an approach that has earned numerous award recognitions for Top Financial Advisors, Best Multi-Family Office, and Top Advisory Firms.
Partner With a New York City Family Office That Puts You First
Discover how our team can simplify the complexities of wealth so you can focus on what matters most.
$70B+ Family Office
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 #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.