Chicago, Illinois, US (Hybrid)1 open job
Independent wealth management firm delivering private wealth, tax, estate, investment advisory, exit planning, and family governance services to entrepreneurs, families, and institutions.
Cresset is an independent wealth management firm offering integrated private wealth management, financial and tax planning, estate and trust services, investment advisory, exit planning, family governance, and philanthropy advisory to entrepreneurs, families, and institutional clients. The firm was founded by clients as an entrepreneurial alternative to traditional wealth management, and it operates a shared ownership model in which clients and employees hold ownership in the firm.
The work touches high-sensitivity domains: multigenerational estate and trust planning, private investment opportunities typically associated with the largest single-family offices, and the financial and tax affairs of founders and CEO entrepreneurs. In practice that means the data at stake - family governance records, trust and estate documentation, philanthropic vehicles, and detailed personal balance sheets - is exactly the kind of long-lived, high-value information that demands a serious protective posture across the services stack.
Operating model is deliberately lean on hierarchy: advisors work with a high degree of autonomy, supported by shared expertise and institutional resources, without navigating large-firm bureaucracy. Leadership emphasizes fiduciary service, innovation, and transparency, and the structure is designed around long-term relationships, independence, and personal accountability - serving both present and future generations of client families across the wealth management, financial services, and family office verticals.
