Who We Serve
We serve a diverse and financially sophisticated mix of entrepreneurs, CEOs, multi-generational families, and family foundations around the world. We cater to those that have a minimum of $25 million in investable assets. Our clients are driven and very engaged in their financial planning; they expect exceptional service from their wealth manager.
Crestone clients typically have:
- A complex financial situation
- Multiple professional services to coordinate
- Little time for day-to-day wealth management responsibilities
- A willingness and ability to delegate
Crestone clients typically want:
- A sophisticated and trusted financial advisor with specialized expertise, unbiased advice, and attentive personal service
- Streamlined management of their investment and financial affairs
- To protect and grow their capital consistently over the long term
Crestone clients, in other words, are looking for a trusted advisor to bring them peace of mind, simplify their financial lives, and help them achieve their personal and financial goals.