Founded By Families, For Families

Managing Wealth so You Can Focus on What Matters Most

Our Story

Cresset was founded with a bold yet clear vision: to reinvent the way our clients experience wealth. That vision is clearly resonating, as today Cresset manages more than $60 billion in assets and is an award-winning multi-family office that is recognized as a top firm by Forbes, Barron’s and many others.

Motivated by the limitations of traditional wealth management, Cresset was built to serve our client families for generations to come. We have a 100-year mission and are committed to fundamentally redefining the client experience, allowing our client families to achieve the legacy they desire and focus on what matters most to them. As a client- and employee-owned multi-family office, we are guided by our True Fiduciary^® Standards and are committed to always serve in the best interests of our clients.

Our Leadership Team

Meet the leadership team behind Cresset reinventing the way you experience wealth while building a 100-year legacy of innovation, service, and excellence.

Assets Under Management¹

$ 0 B+

Barron’s Top Advisory Firm¹

# 0

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

% Client & Family Owned / % Employee Owned¹

0 /60

*Less than 10% strategic partner-owned

Experience.
Innovation.
Transparency.

Award-Winning, Multi-Family Office¹

Proudly independent and driven by innovation. Focused on the unique needs of Ultra-High-Net-Worth Families, CEO Founders, Entrepreneurs, Family Business Owners, PE Partners and Executives. Your Life Optimized.™

Built By Entrepreneurs, For Entrepreneurs

“Cresset’s integrated platform includes comprehensive wealth advisory services, along with direct access to institutional-quality private investments. It is a powerful and much-needed combination.”

AVY STEIN | Cresset Founder & Co-Chairman