Cresset

Cresset is an independent, award-winning multi-family office and private wealth management firm serving ultra-high-net-worth (UHNW) families, entrepreneurs, and executives nationwide. Cresset provides integrated planning, sophisticated investment solutions, and proactive advice to grow, preserve, and transition wealth across generations. Clients gain insight, access, and innovation traditionally reserved for leading single-family offices and institutions. Cresset operates in 20+ locations, including Atlanta, Chicago, Dallas, Denver, Greenwich, Houston, Los Angeles, Menlo Park, Minneapolis, Nashville, New York City, Phoenix, San Francisco, Santa Barbara, Sioux Falls, Tulsa, Washington, D.C, and West Palm Beach. Cresset is employee and client-owned with a vision to create a 100+ year UHNW organization rooted in excellence, transparency, and partnership. Barron’s and Forbes have recognized Cresset among the nation’s top registered investment advisors (RIAs) and best places to work.**Disclosures related to awards, recognitions, and rankings: https://cressetcapital.com/disclosures/ Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. The Connable Office Inc.(“Connable”), an affiliate of Cresset Capital Management, LLC, is organized as a private trust company. Cresset Asset Management, LLC and Monticello Associates, LLC are SEC registered investment advisors. SEC registration does not imply any specific level of skill or training.