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PagnatoKarp is now Cresset Family Office

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Assets Under Management¹

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Barron’s Top Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithm. Awarded 9/19/22 for data as of 6/30/22. Cresset paid no application fee to participate.

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True Fiduciary® Standards¹

Guiding Your Wealth Across Generations

Reinvent the way you experience wealth with a Family Office built for flexibility. Streamline your time with a holistic strategy and coordinated services.

MEET WITH OUR FOUNDER

  • Private Wealth Management
  • Liquidity & Exit Planning
  • Tax Strategies
  • Access to Private Investments
  • Risk Management
  • Private Banking & CFO 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