Who We Serve
By engaging Crescent, we can develop solutions that are in line with both your objectives and your values.
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.
Our clients have accumulated their wealth by a variety of means – 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.
