Cresset Asset Management, LLC

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Welcome CH Investments Partners CH Investment Partners Is Now Cresset Family Office Welcome! You’ve been redirected to Cresset’s website. Visit Home Page CH Investment Client Logins Consolidated Reporting Consolidated Login BNY Pershing Pershing Login Investment Cafe Investment Cafe Login $250B+ Family Office Assets Under Management and Advisement (AUM/AUA) as of 4/15/26 view disclosures Barron s #2 Top 100 RIA Firms Rankings developed by Barron’s using proprietary algorithms. Awarded 9/12/25 for data as of 6/30/25. Cresset paid a licensing fee to use the Barron s award logo for marketing purposes. Forbes Top RIA Firms Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/1/25 for data as of 3/31/25. Cresset paid a licensing fee to use the Forbes award logo for marketing purposes. Guiding Your Wealth Across Generations Reinvent the way you experience wealth with an independent Family Office built for flexibility. Request a Founder Call Private Wealth Management Liquidity Exit Planning Tax Strategies Access to Private Investments Risk Management CFO Services Private Banking Services Trust Legacy Services Estate Planning Philanthropy Family Governance Education Lifestyle Wellness Streamline Your World “We built Cresset to provide opportunities which were once only available to multi-billion-dollar families. Our award-winning shared services platform delivers the same resources and experiences at a fraction of the cost.” ERIC BECKER | Cress

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