Cressetcapital

Cresset (operating at cressetcapital.com) is an independent multi-family office and private wealth management firm that serves entrepreneurs and ultra-high-net-worth families. Its stated aim is to help clients build enduring wealth, protect legacy, and reduce the administrative burden of managing complex financial affairs, with services customized to each family's goals.

The firm's service lines span private wealth management (goals-based financial planning, investment advisory, tax-efficient portfolio construction, wealth and tax strategy, asset protection, risk management, insurance advisory, private banking services and CFO services); liquidity and exit planning for founders and entrepreneurs (pre-transaction planning, concentrated stock strategies, tax-efficient diversification); access to private investment opportunities described as institutional-quality and not typically available to individual investors; and estate, trust, philanthropic, family governance and family education services, alongside lifestyle and wellness support. Cresset also publishes a family office knowledge base covering topics such as exit planning, family governance, trusts, generational wealth and year-end tax planning, and produces a podcast, The Long Game, featuring conversations with leaders building multigenerational enterprises.

Business model

Cresset operates as an independent advisory firm serving private clients, positioning itself around three principles it labels True Fiduciary standards (client interests first), total accountability as an independent firm adhering to SEC regulations, and transparent costs with no hidden fees.

Traction

The firm cites more than $260B in AUM/AUA as of 7/1/2026 and publishes anonymous client testimonials from clients in West Palm Beach, San Francisco, Washington D.C. and Denver, all given in June 2023.