Expansion opportunities Cresset is actively expanding its office footprint including Boca Raton and Santa Barbara, signaling growth and onboarding of high net worth clients and advisory teams. Target regional wealth channels and family office networks in these newly opened markets to support scalable service delivery and cross-sell investment solutions.

Acquisition-driven growth Recent hires from UBS and formation of a sizable advisory team indicate a strategy of expanding capabilities and client base through talent acquisition. Engage with their hiring and integration teams to present scalable tech-enabled wealth management solutions and onboarding processes that align with a client-first, long-term approach.

Technology leverage Cresset utilizes a modern tech stack including Snowflake, Apache Kafka, Stripe, and BambooHR, suggesting openness to data integrations, secure workflows, and digital client experiences. Propose data analytics, risk management, and client portal enhancements that complement their technology-driven operating model.

Security focus Notable data breach incident in August 2026 highlights heightened sensitivity to cybersecurity and regulatory compliance. Position security-first solutions, vendor risk management, and breach response services as priority offerings to reinforce trust with their client base.

Premium advisory value As a client-owned, award-winning multi-family office with substantial revenue and a 100+ year positioning, Cresset pursues high-touch, relationship-driven services. Target opportunities for high-value wealth planning, complex estate and tax advisory, and exclusive access to sophisticated investment opportunities.