$235B+ Family Office
Assets Under Management and Advisement (AUM/AUA) as of 10/31/25
Barron’s #2 Top 100 RIA Firms
Rankings developed by Barron’s using proprietary algorithms. Awarded 9/12/25 for data as of 6/30/25. Cresset paid a licensing fee to use the Barron’s award logo for marketing purposes.
Forbes Top RIA Firms
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/1/25 for data as of 3/31/25. Cresset paid a licensing fee to use the Forbes award logo for marketing purposes.
Guiding Your Wealth Across Generations
Reinvent the way you experience wealth with an independent Family Office built for flexibility.
- Private Wealth Management
- Liquidity & Exit Planning
- Tax Strategies
- Access to Private Investments
- Risk Management & CFO Services
- Private Banking Services
- Trust & Legacy Services
- Estate Planning & Philanthropy
- Family Governance & Education
- Lifestyle & Wellness
Streamline Your World
“We built Cresset to provide opportunities which were once only available to multi-billion-dollar families. Our award-winning shared services platform delivers the same resources and experiences at a fraction of the cost.”
