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True Capital Management

Financial Service

Cresset is a trusted Family Office & Private Wealth Management Firm for Entrepreneurs, CEO Founders, & UHNW Families. True Fiduciary.

Services

• We Understand Your
• Cresset Sports & Entertainment Advisors
• A Look Into Benefits & Eligibility
• Resources
• Cresset
• Unique Challenges
• Jake Bond
• Jon Marc Carrier
• Jackson Crowther
• Bret Fincher
• Dani Fitzgerald
• George Lujan, CFP ®
• Chris Schlatter
• Kenny Sorosky
• Chris Stout
• Wealth Management for Athletes & Entertainers
• Insights
• Wealth Optimized, Life Elevated
• Built for Generations to Come
• Access to Direct Private Investments
• Enjoy the Wealth You've Earned
• You Deserve a Family Office
• Our Family Office Services Leadership Team
• Frequently Asked Questions
• Cresset Insights
• Financial Planning & Investing
• Tax Strategy & Planning
• Wealth Strategy & Estate Planning
• Private Investment Opportunities
• Liquidity & Exit Planning

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Sources: BrightQuery (CDLA-Permissive-2.0); business website read 2026-10-14. About our data.