Meristem Family Wealth
Is Now Cresset Family Office
Welcome! You’ve been redirected to Cresset’s website.
Meristem Client Logins
Schwab Alliance
Meristem Portal
$60B+ Family Office
Barron’s #3 Top 100 RIA Firms
Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.
Forbes #14 Top RIA Firms
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.
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.”
ERIC BECKER | Cresset Founder & Co-Chairman
Get Started Now,
Security. Transparency. Trust.
Chicago | Atlanta | Charlotte | Dallas | Denver | Greenwich | Houston | Kalamazoo | Los Angeles | Menlo Park | Minneapolis | Naples | Nashville | New York City | Phoenix | San Francisco | Santa Barbara | Sioux Falls | Tulsa | Washington D.C. | West Palm Beach
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 names of Cresset Sports & Entertainment and CH Investment Partners, 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.