Family Office Financial Services

Personalized financial plans that are tailored to each client's unique levels of risk tolerance and cash flow requirements.

Analytical and objective investment advice by a team of experienced portfolio managers and Private Markets investors.

Curated long-term, preservation-focused, investment approach to your liquidity, cash flow, and tax needs.

Tax optimization strategies in the management of client portfolios to help ensure investment success.

Liquidity planning, debt optimization, and cash flow analysis to augment income and support each client’s financial decisions and lifestyles.

Specialized executive finance services, restricted stock and option-based compensation, non-qualified deferred compensation, cash management, and shareholder optics surrounding divestitures.

As transactions and investments transpire across our client's balance sheets and investment portfolios, Crest Capital's experienced operations team delivers the full family office suite of transaction services, including capital call, distribution, and liquidity management and execution.

Differentiated debt procurement capabilities — allow clients to optimize debt on their personal balance sheets.

Deep experience in identifying and minimizing exposures that may adversely impact the personal balance sheet.

Tailored cash management services, payment services, and lending solutions.

Customized reports ranging from high-level summaries to detailed quantitative analyses of individual investments.

Supporting and executing the build of philanthropic strategies, including the establishment of private foundations, charitable remainder trusts, donor-advised funds, and trusts.

Forward-looking identity theft protection services and unrestrained access to a secured Client Portal, which provides a repository for important financial documents.