Private Wealth Management
TAX-EFFICIENT PORTFOLIOS
- Lifetime Capital Needs: Seeks to ensure financial independence. Consistent, reliable cash flow & income to support your lifestyle.
- Wealth Surplus: Designed for growth, lifestyle enhancement, dynastic planning, and philanthropic needs
- Your Next Venture: Focused on wealth creation, exponential and disruptive technologies, and unique investments.
Your Interests Come First
True Fiduciary® Transparency for Your Protection
- Embrace the legal obligation to place your interests first
- Deliver comprehensive financial planning
- Provide fee-only advice
- Never accept commissions
- Provide transparency on portfolios and investments
- Remain independent from any bank, broker dealer, insurance, or custodian
- Do not hold any client assets, securities, or money
- Do not create products to sell or price any public securities
Customized Investment Portfolios
Blending Public and Private Market Solutions.
Public Investments
- Reasonable costs
- Relatively tax-efficient
- Disciplined, complimentary managers
- Diversified holdings to reduce expected risk
Private Investments
- Long-Term orientation
- Diverse platform
- Customization of vintage year and structure
- Illiquidity premium
- Market inefficiencies
Access Diverse Investment Opportunities
- Private Markets
- Tax-Efficient Investments
- Real Estate
- Qualified Opportunity Zones
- Private Capital
- Private Equity Secondaries
- Deep Network Sources
Built By Entrepreneurs,
For Entrepreneurs
“Cresset’s integrated platform includes comprehensive wealth advisory services, along with direct access to institutional-quality private investments. It is a powerful and much-needed combination.”
AVY STEIN | Founder & Co-Chairman GreenStreet Trust
