Built by families, for families
Cresset Family Office will offer both strategic and tactical advisory and consulting services for clients that manage wealth as a family enterprise.
Cresset Family Office Supports Financial, Intellectual, Human and Social Assets
Strategic Planning
- Family Values, Identification & Alignment
- Family Communication Planning & Implementation
- Family Education & Leadership Development
- Governance & Role Clarification
- Family & Business History
- Retreats & Education
- Philanthropy
Tactical Planning
- Family Enterprise Administration, Consulting, & Succession Planning
- Net Worth Management
- Estate & Tax Planning
- Risk Management
- Strategic, Thematic, & Impact Investing
- Banking & Credit Consulting
- Grant Administration
Team
Will Amerine, MBA
Managing Director, Strategic Partnerships, Mountain Region
Michael Cole
Chief Executive Officer
Tom Crotty, CPA
Managing Director, Family Office Advisory, West Region
Katrina Daley
Executive Assistant to Michael Cole
Martim De Arantes Oliveira
Regional Managing Director, West Region
Jan Farren
Senior Managing Director, Marketing, Communications and Professional Development
Mark Foster
Senior Managing Director, Head of Banking and Credit Consulting
Rachel Gil
Associate Director, Family Enterprise Consulting
Katie Howard
Strategic Project Analyst
Kevin Long
Senior Managing Director
Jacob Parrish
Strategic Project Analyst
Jill Shipley
Senior Managing Director, Family Culture, Impact and Governance
Vimala Snow
Managing Director, Wealth Strategist, Mountain Region
Kristiana Sullivan
Associate Director of Client Experience, West Region
Sisi Tran, J.D., LLM
Managing Director, Wealth Strategist, West Region
Scott Winget, JD, CPA
Senior Managing Director, Head of Family Enterprise Consulting
To inquire about membership opportunities, please contact Katrina Daley at 415.659.1824.