Family Wealth Reports features Cresset Family Office and its mission to build a fundamentally new wealth management model, describing it as “one of the wealth industry stories of the summer.” Click here to read the full article.
Cresset’s MFO Chief Vows To Build New Wealth Management Model
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Cresset is an independent, award-winning multi-family office and private investment firm with more than $40 billion in assets under management (as of 11/01/2023). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.
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Cresset refers to Cresset Capital Management, LLC and all of its subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of TRUE Cresset Sports and 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.