Our Competencies

When faced with lifetime milestones and critical business decisions, our clients — and their advisors — turn to Crescent for insightful, objective and actionable advice.

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Personalized Portfolio Management

  • Investment goals and risk profile assessment

  • Portfolio analysis and asset allocation

Investment Products*

  • Exchange-traded funds (ETFs)

  • Mutual funds

  • Equities

  • Annuities

  • Fixed income investments

  • Alternative investments

  • Separately managed accounts

  • Private equity and real estate

 
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Family Office Services

  • Personal Financial Management & Aggregated Reporting

  • Insurance Assessment & Management

  • Wealth Transfer

  • Strategic Philanthropic Planning

  • Trust Administration

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Insurance Consulting Group

  • Policy Review & Analysis

  • Comprehensive Policy Management System

  • Wealth Transfer

  • Estate Planning

  • Advanced Case Design

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Sports Consulting

  • Personal Financial Management & Aggregated Reporting

  • Insurance Assessment & Management

  • Investment Advisory

  • Budgeting

  • Tailored Credit Solution

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Estate Planning**

  • Estate Plan Design

  • Estate Tax Evaluation

  • Irrevocable Trusts

  • Living Trusts

  • Wealth Transfer

  • Family Gifting Strategies

  • Incapacity Planning

  • Family Limited Partnerships

 
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Business and Entrepreneurial Support

  • Executive and corporate benefits packages

  • Group retirement plans

  • Business succession planning

  • Non-qualified deferred compensation

  • Key person insurance

  • 401(k) plans

  • Private finance and banking