West Palm Beach Family Office & Private Wealth Management Firm

Office Locations » West Palm Beach Office

Cresset West Palm Beach Family Office & Private Wealth Management

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

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West Palm Beach Location

525 Okeechobee Boulevard
Suite 1600
West Palm Beach, FL 33401

561.461.8460

Our West Palm Beach Office

Cresset is a multi-family office and private-wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our West Palm Beach office is located in CityPlace Tower with beautiful views overlooking the sparkling Atlantic Ocean and intercostal waters. Our West Palm Beach team serves clients who reside seasonally or permanently in south Florida and across the US from our 19 office locations.

Our West Palm Beach 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.

$50B+ Family Office

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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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Security. Transparency. Trust.

312.429.2456

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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