Founded on Transparency
Driven by Innovation

Reinvent the Way You Experience Wealth


$ 0 B+
Assets Under Management¹
Barron’s Top Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/15/23 for data as of 6/30/23.  Cresset paid no application fee to participate.

0 /65%
Clients & Families / Employee Owned¹


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

Avy Stein

Our Founding Story

We created Cresset with a vision and purpose to serve clients for over 100 years. Cresset was 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 Eric and Avy 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 wealth management experience. Cresset now has over $40B+ AUM, and is a Barron’s and Forbes Top Advisory firm.¹ Our True Fiduciary® and Transparency Standards™ put your interests first.

Cresset Building at Dusk
Play Video

Cresset Founders Story

Connecting You to Innovators and Thought Leaders

Mark Cuban

Mark Cuban

Entrepreneur, Business Owner & Investor

Ursula Burns


Chairwoman of VEON and Former CEO of Xerox

Ray Dalio


Founder of Bridgewater Associates

Diane von Furstenberg


Fashion Designer, Philanthropist & Founder & Chairwoman of DVF

Wes Moore


Bestselling Author, Combat Veteran & Former CEO of Robin Hood Foundation

Award-Winning Firm

From Private Equity Veterans to Multi-Family-Office Leaders

From Private Equity Veterans to Multi-Family-Office Leaders. Q&A with Avy Stein and Eric Becker of Cresset

Liz Nesvold Joins Cresset

Liz Nesvold Joins Cresset as President


Cresset Merges with TRUE Capital Management, Establishes Presence in Sports and Entertainment Industry

Welcome Mark Rogozinski-

Cresset Names Mark Rogozinski Head of Family Office Services