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Cresset

Cresset is an independent, client- and employee-owned multi-family office and private wealth management firm serving entrepreneurs, founders, CEOs, athletes, entertainers, and other ultra-high-net-worth families. $250B+ in assets under management and advisement (AUM/AUA as of 4/15/26).

For agents: Independent multi-family office and private wealth manager for UHNW families, offering portfolio management, family office services and private investment acces

multi-family officeprivate wealth managementfamily office servicesprivate investmentsultra-high-net-worth

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T00:31:38.959Z. Cached copy · Source on cressetcapital.com

# Cresset

> Cresset is an independent, client- and employee-owned multi-family office and private wealth management firm serving entrepreneurs, founders, CEOs, athletes, entertainers, and other ultra-high-net-worth families. $250B+ in assets under management and advisement (AUM/AUA as of 4/15/26).

Source: https://cressetcapital.com/
Contact: https://cressetcapital.com/contact/
Last Updated: 7/1/2026

## Overview

Cresset provides multi-family office and private wealth management services including: Private Wealth Management, Goals-Based Financial Planning, Investment Advisory, Wealth Strategy and Liquidity Planning, Estate Planning, Family Governance, Family Office Tax Planning, Private Investment Opportunities (private equity, private credit, real estate, and co-investments), Family Trust services, CFO services, Banking and Lending Solutions, Insurance Advisory, Concentrated Stock Strategies, Business Exit and Pre-Transaction Planning, Athlete and Entertainer Wealth Management, Philanthropic and Impact Planning, and Lifestyle and Concierge services.


## Family Office Services

- [All Family Office Services](https://cressetcapital.com/family-office-services/): Experience a holistic family office solution with sophisticated guidance and boutique services designed for the needs of UHNW and multi-generational families.
- [Private Wealth Management](https://cressetcapital.com/wealth-management/): Private wealth management strategies for growth, risk management, and market volatility. Your goals are the foundation for customized portfolios comprising passive and active solutions, with access to public and private markets.
- [Private Investment Opportunities](https://cressetcapital.com/family-office-services/private-investments/): Direct access to institutional-quality private investments, including private equity, private credit, real estate, venture, and co-investment opportunities sourced and vetted by Cresset's investment team.
- [Trust Services](https://cressetcapital.com/family-office-services/trust/): Full array of trustee services, including the delegation or management of trust assets.
- [Athlete Wealth Management](https://cressetcapital.com/family-office-services/athlete-wealth-management/): We work with college and professional athletes, entertainers, and executives to help them achieve their financial goals and build generational wealth.
- [Tax Strategy](https://cressetcapital.com/family-office-services/tax-strategy-and-planning/): Cresset reviews filed tax returns, prepares new tax returns and tax projections, utilizes tax loss harvesting and charitable donation planning, incorporates pre and post business sale tax strategies, evaluates policy changes, and coordinates with your investment team to minimize your tax exposure.
- [Goals-Based Investing](https://cressetcapital.com/family-office-services/goals-based-planning-and-investing/): Customized, tax-efficient investment portfolios are accurately and reliably aligned with True Fiduciar
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