Cresset Capital Partners is an award-winning family office based in Charlotte, NC, offering sophisticated services for ultra-high-net-worth families, founders, entrepreneurs, and entertainers. With a focus on true fiduciary standards, they provide tailored wealth management solutions, private investment opportunities, and multi-family office services to meet the unique needs of their clients.
Specializing in goals-based financial planning, investment advisory, and estate planning, Cresset Capital Partners prioritizes transparency, accountability, and trust in guiding their clients' wealth across generations. Their independent firm, recognized for its top advisory firm rankings, ensures a personalized approach to wealth management with a range of services designed to optimize financial outcomes.
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