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Our Clients

The Crescent team works closely with high net worth individuals, affluent families and family offices to understand their current circumstances, near-term and long-range goals and the family dynamics that drive or influence expectations.

Crescent’s clients have accumulated their wealth by a variety of means – from legacies to entrepreneurial success. However, each shares similar financial decision-making concerns:

Achieving the right mix of assets and investments

Maximizing the growth of investments while protecting against losses

Evaluating available opportunities

Minimizing taxes

Supporting family members and favorite charities

Creating a legacy that will continue into future generations

Balancing competing interests of current spending and preserving and passing on wealth

For business owners and their families, we address all issues concerning business continuity and succession planning.

We can develop solutions that are in line with both your objectives and your values.