Cresset is a wealth management and multi-family office firm that provides a range of financial services to ultra-high-net-worth individuals, families, and institutions. Their Charlotte office is one of several locations across the U.S., offering personalized financial strategies, investment management, tax planning, and estate planning.
Recently, Cresset expanded its services by acquiring CH Investment Partners, a $6.2 billion multi-family office and private investment firm based in Dallas.
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