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Cresset is an independent wealth management and multi-family office firm serving individuals, families, entrepreneurs and business leaders. The firm describes a comprehensive model that can bring together financial planning, investment advice, tax strategy, estate and trust planning, family governance and access to private investment opportunities. Its approach is designed around a client’s broader financial and personal goals, with services varying according to each client’s needs and eligibility. Cresset also provides family office resources for complex financial affairs. Visitors can review the firm’s service information, disclosures and adviser details to understand which Cresset entity provides a particular service and whether it is suitable for their circumstances.