Who We Serve
Cresset serves individuals, families, and institutions navigating the complexities that come with significant wealth.
Whether you are building a company, stewarding assets across generations, or managing a fiduciary mandate, Cresset brings the perspective of a multi-family office and the resources of an institutional platform. We tailor guidance to your circumstances, coordinating investments, planning through an integrated family office approach.
Founders
& Entrepreneurs
We work with founders and entrepreneurs at every stage, from scaling a growing venture to preparing for a sale or exit, to help you plan around concentrated equity, evaluate QSBS eligibility, and structure liquidity events. The goal is to help protect, grow and give purpose to the legacy you have created.
UHNW &
Multi-Gen Families
For families whose wealth will span multiple generations, we serve as an integrated family office, bringing investments, estate and wealth transfer planning, tax coordination, consolidated reporting, governance and shared decision-making to help you carry values and purpose alongside assets.
Family Business
Owners
For owners of privately held and family businesses, we coordinate your personal wealth and the business as a connected picture, helping you weigh decisions to keep the business in the family or pursue a sale, build succession plans that respect financial realities and family relationships, and when liquidity is the goal, strategies designed to help unlock value while maintaining appropriate control.
Pre-Liquidity
Innovators
Founders, early employees, and executives at private companies often hold significant wealth in equity that is not yet liquid. As an IPO, acquisition, or tender offer approaches, early choices can have an outsized impact on after-tax outcome. We help you navigate equity compensation, ISOs, RSUs, and vesting, while planning around alternative minimum taxes, QSBS, and other qualifications.
Corporate
Executives
C-suite executives at public and private companies carry a unique set of planning challenges tied to compensation, single stock concentrations, and restricted vesting schedules subject to trading windows and insider rules. We help you diversify strategically around vesting events, blackout periods, and long-term goals so decisions are deliberate and proactive.
Private Equity &
Venture Capital Partners
General partners, principals, and investment professionals face a complex financial picture where carried interest can create substantial future wealth but arrives on an unpredictable timeline alongside capital calls and uneven cash flow. We help you plan around variability, manage liquidity, structure estate planning, and meet commitments with long-term value in mind.
Women
& Wealth
For women building and taking control of significant wealth, pivotal transitions may include career milestones, inheritance, divorce, or loss of a family member. You deserve to be at the center of the conversation, not planned around. We take the time to understand your priorities and build strategies that reflect longevity-aware planning, longer time horizons, and values-aligned investing to help ensure peace of mind.
Next-Generation
Leaders
The rising generation is inheriting assets, responsibility, expectations, and legacies to carry forward. We work with next-generation family members to build genuine financial fluency, from understanding portfolios and trusts to the decisions that shape the family’s wealth, helping to steward assets with confidence and purpose.
Foundations &
Endowments
Private foundations, endowments, and mission-driven nonprofits are entrusted with capital that must serve a purpose for years to come. We can serve as an outsourced chief investment officer (OCIO), providing portfolio management and related investment support while your leadership stays focused on the mission.
Professional Athletes
& Entertainers
Athletes and entertainers often earn wealth in a few intense years, with income arriving unevenly. Our focus is helping turn a compressed earning window into a foundation for long-term financial security beyond playing days and time in the spotlight. We help with contract and royalty planning, tax strategy across states, disciplined saving and investing, and coordination with agents, attorneys, and business managers to promote effective teamwork.
Institutions
Pensions, insurance pools, healthcare systems, and other organizations that carry fiduciary responsibilities need a partner who understands the weight of those obligations. We provide institutional investment management grounded in disciplined asset allocation and rigorous manager research. We work alongside your staff and board to align the portfolio with liabilities, time horizon, and risk tolerance, building an investment program for durability and accountability.
You
At Cresset, we help guide you toward your goals for enduring wealth, lasting legacy, and the freedom to live your vision intentionally.
Professional Athletes
& Entertainers
Athletes and entertainers often earn wealth in a few intense years, with income arriving unevenly. Our focus is turning a compressed earning window into lasting financial security that outlives playing days and time in the spotlight. We help with contract and royalty planning, tax strategy across states, disciplined saving and investing, and coordination with agents, attorneys, and business managers to promote effective teamwork.
Institutions
Pensions, insurance pools, healthcare systems, and other organizations that carry fiduciary responsibilities need a partner who understands the weight of those obligations. We provide institutional investment management grounded in disciplined asset allocation and rigorous manager research. We work alongside your staff and board to align the portfolio with liabilities, time horizon, and risk tolerance, building an investment program for durability and accountability.
Founders & Entrepreneurs
We work with founders and entrepreneurs at every stage, from scaling a growing venture to preparing for a sale or exit, to help you plan around concentrated equity, evaluate QSBS eligibility, and structure liquidity events. The goal is to help protect, grow and give purpose to the legacy you have created.
UHNW & Multi-Gen Families
For families whose wealth will span multiple generations, we serve as an integrated family office, bringing investments, estate and wealth transfer planning, tax coordination, consolidated reporting, governance and shared decision-making to help you carry values and purpose alongside assets.
Family Business Owners
For owners of privately held and family businesses, we coordinate your personal wealth and the business as a connected picture, helping you weigh decisions to keep the business in the family or pursue a sale, build succession plans that respect financial realities and family relationships, and when liquidity is the goal, strategies designed to help unlock value while maintaining appropriate control.
Pre-Liquidity Innovators
Founders, early employees, and executives at private companies often hold significant wealth in equity that is not yet liquid. As an IPO, acquisition, or tender offer approaches, early choices can have an outsized impact on after-tax outcome. We help you navigate equity compensation, ISOs, RSUs, and vesting, while planning around alternative minimum taxes, QSBS, and other qualifications.
Corporate Executives
C-suite executives at public and private companies carry a unique set of planning challenges tied to compensation, single stock concentrations, and restricted vesting schedules subject to trading windows and insider rules. We help you diversify strategically around vesting events, blackout periods, and long-term goals so decisions are deliberate and proactive.
Private Equity & Venture Capital Partners
General partners, principals, and investment professionals face a complex financial picture where carried interest can create substantial future wealth but arrives on an unpredictable timeline alongside capital calls and uneven cash flow. We help you plan around variability, manage liquidity, structure estate planning, and meet commitments with long-term value in mind.
Women & Wealth
For women building and taking control of significant wealth, pivotal transitions may include career milestones, inheritance, divorce, or loss of a family member. You deserve to be at the center of the conversation, not planned around. We take the time to understand your priorities and build strategies that reflect longevity-aware planning, longer time horizons, and values-aligned investing to help ensure peace of mind.
Next-Generation Leaders
The rising generation is inheriting assets, responsibility, expectations, and legacies to carry forward. We work with next-generation family members to build genuine financial fluency, from understanding portfolios and trusts to the decisions that shape the family’s wealth, helping to steward assets with confidence and purpose.
Foundations & Endowments
Private foundations, endowments, and mission-driven nonprofits are entrusted with capital that must serve a purpose for years to come. We can serve as an outsourced chief investment officer (OCIO), providing portfolio management and related investment support while your leadership stays focused on the mission.
Professional Athletes & Entertainers
Athletes and entertainers often earn wealth in a few intense years, with income arriving unevenly. Our focus is helping turn a compressed earning window into a foundation for long-term financial security beyond playing days and time in the spotlight. We help with contract and royalty planning, tax strategy across states, disciplined saving and investing, and coordination with agents, attorneys, and business managers to promote effective teamwork.
Institutions
Pensions, insurance pools, healthcare systems, and other organizations that carry fiduciary responsibilities need a partner who understands the weight of those obligations. We provide institutional investment management grounded in disciplined asset allocation and rigorous manager research. We work alongside your staff and board to align the portfolio with liabilities, time horizon, and risk tolerance, building an investment program for durability and accountability.
You
At Cresset, we help guide you toward your goals for enduring wealth, lasting legacy, and the freedom to live your vision intentionally.
Meet With Our Team
Let's discuss how Cresset can help you navigate your wealth and achieve your goals.
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