Slide Driven by Innovation True Fiduciary ® EXPERIENCE THE DIFFERENCE FOUNDED ON TRANSPARENCY YOUR Interests Come First. CLARITY. SECURITY. SIMPLICITY.

Waterdrop Driven by Innovation founded on transparency True Fiduciary ® EXPERIENCE THE DIFFERENCE Your Interests Come First CLARITY. SECURITY. SIMPLICITY.

Our FOUNDERS


Experienced. Innovative. Trustworthy.

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 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 did what they knew best: they built an employee-owned Family Office platform to deliver a new paradigm for wealth management. Following True Fiduciary® standards that are focused on your best interests, Cresset is leading the way.

The Data


Barron's and Forbes Top-Ranked Advisors.1

GET THE DATA NOW

Wealth Reimagined


Proudly independent and unconstrained by limitations. Investing the way it should be.

A Firm Built by Clients, for Clients.

SCHEDULE PRIVATE CALL

Rankings & Awards


Best Multi-Family Office. Top Financial Advisor. Best Places to Work.1

Let's Go