BOUTIQUE FAMILY OFFICE
Built for ENTREPRENEURS


Centralized Resources for Your Unique Needs.

LET'S GO
2020 Barron's Top 100 RIA Firms Image PAM Award

BOUTIQUE FAMILY OFFICE
Designed for YOU


Built by Entrepreneurs, for Entrepreneurs

Serving the unique advisory needs of CEO Founders, Entrepreneurs, Wealth Creators, and Partners, as well as High-Net-Worth and Multi-Generational Families.

DRIVEN BY INNOVATION


Award-winning, multi-family office founded on transparency to deliver a new paradigm for private wealth management. We have democratized and digitized the Family Office experience in a cost-efficient way. Our goal is to protect, enhance, and simplify your life, giving you time to pursue what matters to you most.

We have assisted well over 100 entrepreneurs through liquidity planning and selling a business, advising on pre-sale and post-sale planning, exit strategies, transition and succession planning.

A True Fiduciary® firm built by clients, for clients. The focus is asset protection strategies, tax savings, cash flow strategies, estate planning and risk management to help avoid costly missteps and guide you on the path to financial freedom.

Your Family Office

Family Office Services at PagnatoKarp | Cresset
SCHEDULE STRATEGY SESSION

#1

2020 Best Multi-Family Office1

$13.3B

Assets Under Management1

100+

Entrepreneur Liquidity Events1

2021

Barron's Top Wealth Advisors1

TOP 25

Largest RIAs in the Country1

30/70%

Client/Employee Owned


Bringing together the resources you need at each step of your journey.

Image

Sophisticated Solutions


Reinvent the Way You Experience Wealth.

1

Goals-Based
Planning & Investing

2

Tax
Strategy
& Planning

3

Wealth
Strategy
& Liquidity

4

Public
& Private
Investments

5

Estate, Philanthropy
& Legacy

6

Banking
& Credit Consulting

7

Family Governance
& Education

8

Lifestyle & Wellness Resources

The Cresset Ecosystem


Connecting Founders & Partners Through Peer-to-Peer Networks and Exclusive Events.

Image

PEER-TO-PEER NETWORK


You become part of a community that shares advice, resources, and investment possibilities to help enrich your life.

ACCESS TO EVENTS & IDEAS


Curated programs with globally recognized thought leaders, scientists, authors, researchers, technologists, and entrepreneurs.

LET'S TALK

Intelligent Wealth Management.
Experience a New Paradigm.

True Fiduciary® Standards


Your Interests Come First.

MAKE A MOVE

OUR TRANSPARENCY COMMITMENT2


  • Embrace the Legal Fiduciary Obligation to Place Client's 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 or Custodian

  • Measure Client Performance Returns Using Independent Third Parties

  • Do Not Create Products to Sell or Price Any Public Securities

  • Do Not Hold Any Client Assets, Securities or Money

2Advisor has affiliations, through common ownership and/or control, with other registered investment advisors, registered financial service institutions, and pooled investment vehicles. The Advisor may recommend its affiliates’ products and services to clients. The True Fiduciary® Standards have been adopted by the Advisor and not its affiliated entities. In no event is a client obligated to use affiliates’ services or purchase products.

LET'S GO