Cresset was founded in 2017 as a private, client- and employee-owned multi-family office. In 2018, it merged with Berman Capital, creating the Berman | Cresset Family Office brand, to expand its comprehensive and integrated family office services. The firm is a Registered Investment Adviser (RIA) dedicated to providing a new paradigm for wealth management, offering a full suite of services including investment management, estate and trust planning, private investments, and lifestyle services tailored to entrepreneurs, executives, and high-net-worth families.

Founded in

United States