In-depth, proprietary research

We are Privately Held: We strive to maintain a culture that limits bureaucracy and red tape. We are beholden to clients, not shareholders, so we aren’t subject to the short-term, quarterly financial management often associated with public entities.

We are Owners and Clients: Accountability for results is embedded across the firm. We take the same advice we give to our clients and follow the same investing philosophy.

We are Built for Flexibility: Solutions are always tailored.
We draw upon our ecosystem to bring to each of our clients the particular mix of skills and ideas required to address their needs.

We are committed to bringing innovation to the work we do with clients, for example: Creating vehicles for investments in private markets that offer individual investors opportunities to gain efficient exposure to a strategically sized portfolio of institutional-quality direct, private market investments.
Building a next-generation multi-family office, led by two of the leading subject matter experts in the family office community to deliver tailored wealth management services.
Leveraging technology to provide clients with a fully-integrated view of their wealth picture, including portfolios managed by Cresset and those held elsewhere.