Investment of your assets

Built by families, for families

Cresset Family Office will offer both strategic and tactical advisory and consulting services for clients that manage wealth as a family enterprise.

Cresset Family Office Supports Financial, Intellectual, Human and Social Assets

Strategic Planning

1. Family Values, Identification & Alignment
2. Family Communication Planning & Implementation
3. Family Education & Leadership Development
4. Governance & Role Clarification
5. Family & Business History
6. Retreats & Education
7. Philanthropy
8. Tactical Planning
9. Family Enterprise Administration, Consulting, & Succession Planning
10. Net Worth Management
11. Estate & Tax Planning
12. Risk Management
13. Strategic, Thematic, & Impact Investing
14. Banking & Credit Consulting
15. Grant Administration
16. Private Investments

Our clients have access to attractive direct investment opportunities structured to meet their needs and investment goals.

We use our extensive experience in private investing to source opportunities through our proprietary Cresset ecosystem. We find sophisticated investment opportunities in private companies and in real estate, and we have pioneered new product designs to provide our clients with strategic and efficient access to the private marketplace. This provides our clients with the opportunity to achieve their desired rates of return, greater diversification, and to precisely address their unique goals.

Why Private Investments?

Institutions and ultra-wealthy investors have long invested in private markets as a complement to their public market exposure, as growth and returns in the private market have outpaced those in the public. Private market equity investments have outperformed public stock markets

---

Next ⇒