Cresset, based in Santa Barbara, CA, specializes in private wealth management and family office services, catering to founders, entrepreneurs, and ultra-high-net-worth families. They aim to enhance financial well-being and simplify lifestyle complexity for their clients.
Offering holistic financial planning, private investments, tax and estate strategies, trust services, and exit planning, Cresset’s Family Office customizes solutions to meet individual goals. With a commitment to reinventing the wealth management experience, they prioritize flexibility and independence.
Recognized as a top advisory firm by Barron’s and Forbes, Cresset's team, led by experienced professionals, combines innovative strategies with a client-centric approach. With over $65 billion in assets under management, they provide personalized services tailored to meet unique wealth needs.
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