Optimizing Wealth for High
Impact People 

OPTIMIZING WEALTH FOR HIGH IMPACT PEOPLE

Private Wealth Management

A Comprehensive Advisory Team With Only One Relationship To Manage

  • Make more OF your money: Money is a currency for freedom. Ensure your wealth is impacting you and your family's life. 

  • Optimizing personal portfolios: Customized tax-efficient portfolios created based on impact goals and risk tolerance.

  • Private Advisory teams: Specialized teams of tax, legal, and investment advisors created to limit your time talking to advisors and providing multiple perspectives.

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Cresset COPY- Your Interests Come First

True Fiduciary® Standards. Transparency for Your Protection¹

  • Embrace the legal fiduciary obligation to place Clients’ interests first

  • Deliver comprehensive financial planning

  • Provide fee-only advice

  • Do not accept commissions

  • Receive only one source of revenue: Client fees

  • Provide transparency on portfolios and investments

  • Remain independent from any bank, broker-dealer, insurance company, or custodian

  • Measure Client performance returns using independent third parties

  • Do not create products to sell or price any public securities

  • Do not physically hold or possess any client assets, securities, or money

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CRESSET COPY - Customized Investment Portfolios

Blending Public and Private Market Solutions.

Public Investments
Private Investments
  • Long-Term orientation

  • Diverse platform

  • Customization of vintage year and structure

  • Illiquidity premium

  • Market inefficiencies

  • Reasonable costs

  • Relatively tax-efficient

  • Disciplined, complimentary managers

  • Diversified holdings to reduce expected risk

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SCHEDULE STRATEGY SESSION

Cresset COPY- DIVERSE INVESTMENT OPPORTUNITIES

  • Private Markets

  • Tax-Efficient Investments

  • Real Estate

  • Qualified Opportunity Zones

  • Private Capital

  • Private Equity Secondaries

  • Deep Network Sources

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Assets Under Management

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Barron’s Top Advisors

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Best Multi-Family Office

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Liquidity Events

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INVESTING THE WAY IT SHOULD BE

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