Cresset

Financial ServicesUnited States201-500 Employees

Cresset is an independent, award-winning multi-family office and private wealth management firm serving ultra-high-net-worth (UHNW) families, entrepreneurs, and executives nationwide. The firm reimagines the family office experience with personalized, purposeful, and enduring strategies.

Cresset provides comprehensive services including integrated planning, sophisticated investment solutions, and proactive advice to help grow, preserve, and transition wealth across generations. Clients gain insight, access, and innovation traditionally reserved for the largest single-family offices and institutions.

Cresset operates in 20+ locations, including Atlanta, Chicago, Dallas, Denver, Greenwich, Houston, Los Angeles, Menlo Park, Minneapolis, Nashville, New York City, Phoenix, San Francisco, Santa Barbara, Sioux Falls, Tulsa, Washington, D.C., and West Palm Beach.

Cresset is employee- and client- owned and built for the long term, with a vision to create a 100+ year UHNW organization rooted in excellence, transparency, and partnership. Barron’s and Forbes have recognized Cresset among the nation’s top registered investment advisors (RIAs) and best places to work.* The firm is dedicated to lasting relationships, shared success, and helping clients live with purpose, impact, and joy.

*Disclosures related to awards, recognitions, and rankings available here: https://cressetcapital.com/disclosures/

“Cresset” refers to Cresset Capital Management and its subsidiaries and affiliates. Cresset Asset Management, LLC also conducts advisory business as Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutions, and to investment vehicles focused on private equity, real estate, and other opportunities. Cresset Asset Management, LLC is an SEC registered investment adviser. SEC registration does not imply any specific level of skill or training.

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