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Family Office & Private Wealth Management

Wealth Optimized,
Life Elevated

Guiding entrepreneurs and ultra-high-net-worth families toward creating enduring wealth, protecting legacy, and gaining time back.

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Is a Family Office for Me?

Cresset’s Family Office customizes private wealth management to your goals. We offer holistic financial planning, private investments, tax and estate strategies, trust services, exit planning, and more.

Explore if a family office is right for you.

Meet Our Team

Guiding Private Wealth Management Across Generations

Experience comprehensive wealth services with an independent family office firm built for flexibility.

  • Private Wealth Management
  • Financial Planning
  • Investment Advisory
  • Wealth Strategy
  • Tax Strategy & Planning
  • Pre-Transaction Planning
  • Private Investment Opportunities
  • Concentrated Stock Strategies
  • Tax-Efficient Diversification
  • Liquidity & Exit Planning
  • Private Banking Services
  • Insurance Advisory
  • CFO Services
  • Estate Planning & Legacy
  • Trust Services
  • Philanthropic Planning
  • Family Governance & Education
  • Lifestyle & Wellness
Family Office Services

The Long Game Podcast

Conversations with Leaders Who Build for Generations

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$260B+ Family Office

Assets Under Management and Advisement (AUM/AUA) as of 7/1/26

*Disclosures related to awards, recognitions, and rankings available here.

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.

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Let's discuss how Cresset can help you navigate your wealth and achieve your goals.

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Why Families Choose Cresset

They have our best interests in mind in everything they do.

— West Palm Beach Client

The above testimonial is a current anonymous client of Cresset. They have not received compensation to participate in this endorsement. There are no material conflicts. The testimonial was given in June 2023.

Perfectly fit our needs and has relieved a lot of stress. We love our Advisors.

— San Francisco Client

The above testimonial is a current anonymous client of Cresset. They have not received compensation to participate in this endorsement. There are no material conflicts. The testimonial was given in June 2023.

We’ve never had such competent and capable financial advisors. We will continue to recommend Cresset!

— San Francisco Client

The above testimonial is a current anonymous client of Cresset. They have not received compensation to participate in this endorsement. There are no material conflicts. The testimonial was given in June 2023.

Grateful to our team for making our new experience in the financial world educational and transparent.

— Washington D.C. Client

The above testimonial is a current anonymous client of Cresset. They have not received compensation to participate in this endorsement. There are no material conflicts. The testimonial was given in June 2023.

The comprehensive personal touch and ability to tailor the investment strategy is extremely refreshing.

— Denver Client

The above testimonial is a current anonymous client of Cresset. They have not received compensation to participate in this endorsement. There are no material conflicts. The testimonial was given in June 2023.

Multi-Family Office

Services tailored to your unique wealth needs.

Ultra-High-Net-Worth
& Multi-Gen Families

CEO Founders
& Entrepreneurs

Pre-Liquidity &
Next-Gen Innovators

Private Equity &
Venture Capital Partners

Professional Athletes & Entertainers

Our Leadership Team

Cresset was built by clients, for clients. Our leadership team combines deep experience with creative strategies to serve in the best interests of our advisors and clients. Together, they lead Cresset’s efforts to redefine private wealth management and set new industry standards. With more than $260B AUM/AUA, Cresset is frequently recognized as a top advisory firm by Barron’s and Forbes.¹

Eric Becker
Founder and Co-Chairman

Avy Stein
Founder and Co-Chairman

Susie Cranston
Chief Executive Officer

View Leadership Team

Private Wealth Management

Goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. True Fiduciary® Standards – your interests come first.

Private Investment Access

Sourcing opportunities not typically available to individual investors. Direct access to institutional-quality private investments.

Liquidity & Exit Planning For
CEO Founders & Entrepreneurs

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Cresset is Founded on Transparency

1
True Fiduciary®
Standards

Your interests always come first.
Learn More

2
Total
Accountability

Independent firm adhering to strict SEC regulations.

3
Transparent
Costs

Private investment firm with no hidden costs or fees.

Get to Know Family Office & Private Wealth Management

What is a Family Office?

A family office is a private advisory firm that manages the full range of a family’s financial needs, including investments, estate planning, and philanthropy. Its goal is to grow, protect, and transfer wealth across generations through a holistic, personalized approach.

Private wealth management offers tailored financial services for high-net-worth individuals, covering investments, tax planning, and estate strategies. It helps optimize and preserve wealth through a personalized, integrated approach.

If your finances are complex and you value thoughtful, personalized guidance, private wealth management may be a good fit. It offers strategic support to help you make confident, informed financial decisions.

Explore Our Family Office Knowledge Base

From private wealth management to exit planning, learn more about family offices in our knowledge base.