100% Fiduciary. Always, in all ways.™ We always ask ourselves "What would our clients want us to do?"

Our Foundation

We serve clients with complex financial situations and unique goals. Our job is to create clarity. To do this we have developed a personalized, high-touch model that delivers a level of service rarely found in our industry. 

A Multi-Disciplinary Perspective

We surround each client with a dedicated multi-disciplinary team offering a full suite of services to help clients preserve their legacy, grow their wealth and accomplish their long-term financial goals. With a nearly 2:1 client-to-employee ratio, we are focused on delivering a level of service designed to exceed what our clients expect.

Transparency and Security

Crestone clients have full transparency into all underlying investments. We clearly disclose and report performance after all fees and we are dedicated to providing the highest level of security.

Communication and Reporting

We connect with clients regularly through individual quarterly meetings, monthly conference calls, semiannual conferences, and private events. Our proprietary online reporting system provides clients with real-time access to their accounts and investments.

Unconditional Service Guarantee

We hold ourselves accountable for delivering superior service. If a client is less than 100% satisfied during the first year of their engagement, we will refund up to 100% of our fee at their discretion.

Our Services

Multi-Family Office Wealth Management

We deliver extraordinary wealth management services to select families seeking peace of mind through a trusted advisor relationship. Our multi-family office services help generations of families protect their legacies, build diversified portfolios and enjoy access to an exclusive group of investment managers. Our advisors combine institutional knowledge and experience with a personalized, boutique approach to help you accomplish your financial objectives and pursue the goals that give your life meaning. 

We provide fully integrated multi-family office wealth management and investment management services, including:

  • Institutional-quality investment strategy and management
  • Access to well-established institutional investment managers with a focus on alternative investments
  • Cash flow management and liquidity planning
  • Consolidated performance reporting and balance sheet aggregation
  • Estate and income tax planning
  • Philanthropic planning
  • Family education
  • Asset protection and risk management 
Ultra-High-Net-Worth Wealth Management

We offer extraordinary — and extraordinarily personalized — wealth management services for executives seeking peace of mind through a trusted advisor relationship. Our ultra-high-net-worth (UHNW) family office services help business leaders build diversified long-term portfolios, secure their legacies and enjoy access to an exclusive group of investment managers.

Our advisors combine institutional knowledge and experience with a personalized, boutique approach to provide fully integrated wealth management services for executives, including: 

  • Institutional-quality investment strategy and management
  • Access to well-established institutional investment managers with a focus on alternative investments
  • Cash flow management and liquidity planning
  • Consolidated performance reporting and balance sheet aggregation
  • Estate and income tax planning
  • Philanthropic planning
  • Family education
  • Asset protection and risk management 
Pre-Transaction Planning and Wealth Management

We provide sophisticated wealth management services to clients with significant interests in a privately held business or a public concentrated stock position. Through our pre-transaction planning services, we create an easy transition to diversified long-term portfolios, provide access to an exclusive group of investment managers and help clients protect and expand their wealth. 

Our advisors combine institutional knowledge and experience with a personalized, boutique approach to provide fully integrated, pre-liquidity planning and wealth management services, including: 

  • Cash flow management and planning for a liquidity event
  • Institutional-quality investment strategy and management
  • Access to well-established institutional investment managers with a focus on alternative investments
  • Consolidated performance reporting and balance sheet aggregation
  • Estate and income tax planning
  • Philanthropic planning
  • Family education
  • Asset protection and risk management 
Wealth Management for Entrepreneurs

We offer extraordinary — and extraordinarily personalized — wealth management services for entrepreneurs seeking peace of mind through a trusted advisor relationship. Our sophisticated wealth management services for entrepreneurs help founders secure their legacies, build diversified long-term portfolios and enjoy access to an exclusive group of investment managers.

Our advisors combine institutional knowledge and experience with a personalized, boutique approach to provide fully integrated wealth management services for entrepreneurs, including: 

  • Institutional-quality investment strategy and management
  • Access to well-established institutional investment managers with a focus on alternative investments
  • Cash flow management and liquidity planning
  • Consolidated performance reporting and balance sheet aggregation
  • Estate and income tax planning
  • Philanthropic planning
  • Family education
  • Asset protection and risk management 
High-Net-Worth Family Office Services

We deliver extraordinary — and extraordinarily personalized — high-net-worth wealth management services. Our high-net-worth investment advisors help individuals with ultra-high net worth build sophisticated and diversified portfolios, protect and expand their legacies, and access niche investment opportunities that are otherwise closed to new investors or inaccessible due to high investment minimums.

Our advisors combine institutional knowledge and experience with a personalized, boutique approach to provide multi-family office wealth management and high-net-worth wealth management services, including: 

  • Institutional-quality investment strategy and management
  • Access to well-established institutional investment managers with a focus on alternative investments
  • Cash flow management and liquidity planning
  • Consolidated performance reporting and balance sheet aggregation
  • Estate and income tax planning
  • Philanthropic planning
  • Family education
  • Asset protection and risk management