Cresset
Cresset is a financial services firm based in the United States, specializing in wealth management and family office services for high-net-worth individuals and families. Founded in 2017, it emphasizes a commitment to fiduciary standards.
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Overview
Cresset is a financial services firm founded in 2017, based in the United States. The firm provides a range of wealth management and family office services, focusing on high-net-worth individuals, entrepreneurs, and families. Cresset's offerings include investment management, financial planning, and trust services. The firm is committed to True Fiduciary® standards, emphasizing transparency and client-centric practices. Cresset also supports early founders through its Cresset Catalyst program and offers specialized wealth management for pro athletes and entertainers.
Focus
Cresset focuses on providing wealth management and family office services tailored to the needs of high-net-worth individuals and families. Their offerings include investment management, financial planning, trust services, and entrepreneurial support, particularly through the Cresset Catalyst program designed for early-stage founders.
Support
Cresset adds value to its portfolio companies by offering tailored financial planning, private investment access, and strategic support for entrepreneurs navigating liquidity events. Their holistic approach ensures that clients receive comprehensive guidance throughout their financial journeys.
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