Cresset is an independent multi-family office and private wealth management firm founded in 2017 and headquartered in Chicago, Illinois. The firm’s stated mandate is to provide comprehensive wealth advisory and family office services that integrate financial planning, fiduciary stewardship, and access to institutional-quality private investments for entrepreneurs, founders, and multi-generational families. Cresset positions its offering around client-aligned ownership and long-term stewardship, describing a client- and employee-owned structure and an institutionalized platform intended to serve families and high-net-worth clients over multiple generations. The firm operates with a focus on transparency and alignment, seeking to modernize the way wealth is managed for sophisticated individuals and their families through a holistic approach to financial management and legacy planning. Cresset’s primary asset classes are direct and sponsor-led private market strategies, with an emphasis on real estate, private equity, private credit, and venture capital alongside traditional private wealth allocations. Public disclosures and group press material describe affiliated private-investment activity through specialist vehicles that source and manage real estate development and opportunity-zone programs, alongside private equity and credit commitments; the firm also promotes direct access to venture capital partnerships. The strategy is executed via a multi-channel model that combines bespoke private-wealth advisory with affiliated investment-advisory vehicles and sponsor platforms, pursuing long-term, permanent-capital orientations and direct-investment programs. Within this structure, cresset asset management is identified as a key advisory entity providing services to individuals and families, while the broader cresset capital platform facilitates access to diverse private market opportunities. The firm maintains a primary United States focus, with an office network and client base serving multiple U.S. markets through a strategy that emphasizes institutional-quality sourcing and rigorous due diligence. Organizationally, Cresset operates as a client- and employee-owned firm with a national U.S. footprint of offices serving entrepreneurs, CEO founders, executives, and high- and ultra-high-net-worth families. Public statements and disclosures identify both the private-wealth platform and affiliated investment-advisory entities within the broader group, and the firm’s leadership pages and news releases note recognition by industry publications for its growth and service model. The firm’s structure is designed to support the complex needs of multi-generational families, offering services that range from tax and estate strategy to family governance and lifestyle solutions. By integrating family-office services with private-investment capabilities, Cresset delivers bespoke investment solutions across its national network. The firm’s public materials depict a combined wealth-management and private-investment platform focused on long-term stewardship and national client coverage, ensuring that the needs of its diverse investor base are met through a unified and professional service model.