BOUTIQUE FAMILY OFFICE
Built for ENTREPRENEURS
Centralized Resources for Your Unique Needs.
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.
Bringing together the resources you need at each step of your journey.
Planning & Investing
& Credit Consulting
Lifestyle & Wellness Resources
The Cresset Ecosystem
Connecting Founders & Partners Through Peer-to-Peer Networks and Exclusive Events.
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.
Intelligent Wealth Management.
Experience a New Paradigm.
True Fiduciary® Standards
Your Interests Come First.
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.