CH Investment Partners
Is Now Cresset Family Office
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CH Investment Client Logins
Consolidated Reporting
BNY
Pershing
Investment
Cafe
$260B+ Family Office
Assets Under Management and Advisement (AUM/AUA) as of 7/1/26
*Disclosures related to awards, recognitions, and rankings available here.
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.”
