Cresset

Cresset is a Family Office and Private Wealth Management firm with over $260B in Family Office Assets Under Management and Advisement as of 10/1/26. They serve entrepreneurs, CEO founders, and ultra-high-net-worth families by providing holistic financial planning, private investments, tax strategies, and trust services. The firm positions itself as a true fiduciary dedicated to guiding clients toward enduring wealth and legacy protection.

The firm specifically targets first-generation wealth creators, entrepreneurs, founders, multi-generational business owners, athletes, and entertainers. They aim to optimize both wealth and life for these clients, helping them navigate from starting a business all the way to exiting it.

Clients can request an introduction by filling out a form on the website, which asks for details like investable assets and the type of inquiry. The firm also offers a 'Founder Call' feature where prospective clients can discuss how Cresset can help them navigate their wealth and achieve their goals.

The firm differentiates itself by combining creativity, innovation, and private market capabilities in a scaled family office model. They emphasize building a structure where employees are owners and clients share in that ownership, acting as true fiduciaries for their clients.

Cresset has locations across the United States, including offices in Chicago, Atlanta, Austin, Boca Raton, Boston, Charlotte, Cleveland, Dallas, Denver, Greenwich, Houston, Kalamazoo, Los Angeles, Menlo Park, Minneapolis, Naples, Nashville, New York City, Phoenix, San Francisco, Santa Barbara, Sioux Falls, Tulsa, and Washington D.C.

The firm has been recognized by Barron's as a #3 Top 100 RIA Firm, an award they received on 9/11/26 for data as of 6/30/26. They paid a licensing fee to use the Barron's award logo for marketing purposes.

Reviewers consistently praise the team's professionalism, attention to detail, and commitment to customer satisfaction. They also highlight the user-friendly nature of the website and the exceptional guidance provided by the staff.

Some reviewers mention that the website is user-friendly and provides all necessary information, while others note the team's readiness to assist and their ability to go above and beyond to meet expectations.

The firm offers a range of services including private aviation and travel coordination, physical and cybersecurity resources, and healthcare advocacy. They also provide concentrated stock strategies to manage risk and private banking solutions.

Cresset provides a variety of newsletters and insights, such as 'The Investment Brief' for biweekly economic analysis and 'The Cyber Brief' for quarterly cybersecurity tips. They also offer podcasts like 'The Long Game' and resources for entrepreneurs and families.

The firm states that they have a vast network to pull people together, offering access to business ideas and new investment opportunities. They aim to help clients realize their full potential by leveraging these networks.

Cresset provides a full array of trustee services, including the delegation or management of trust assets, as part of their trust services offering.

The firm offers CFO services, which include dedicated accounting, administrative, and operational support for families, alongside insurance advisory to guard valuable assets.

You can reach Cresset by phone at 312-429-2456.

On Trustburn, Cresset has a rating of 4.1 out of 5 based on 8 reviews.