Cresset Asset Management

About Cresset Asset Management

Cresset is a private wealth management and family office firm that serves entrepreneurs, founders, and ultra-high-net-worth families. It offers private wealth management, family office services, trust administration, private investments, tax and estate strategies, exit planning, and philanthropic guidance across the United States. The firm emphasizes independent fiduciary standards, transparent costs, and multi-generational wealth planning through a range of services including CFO support and governance education.