Our Story Starts Here
Founded by entrepreneurs Eric Becker and Avy Stein who spent decades as private equity investors, during which they started, nurtured, and backed over 150 businesses and raised more than $8 billion in funding.
As they explored options for managing their own family wealth, they were struck by the limitations of existing wealth management approaches, including sophisticated advice and access to an ecosystem of direct private investments.
As business innovators, Eric and Avy built a client and employee-owned multi-family office to deliver a new paradigm for wealth management. Cresset now has over $13.8B AUM, and is a Barron’s and Forbes Top Advisory firm¹ with True Fiduciary® Standards that put your interests first.
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