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 built an employee and client-owned multi-family office to deliver a new paradigm for wealth management. Cresset now has over $11.2B AUM, and is a Barron’s and Forbes Top Advisory firm.¹ With True Fiduciary® standards focused on your best interests, Cresset is leading the way.
The Data
Barron's and Forbes Top-Ranked Advisors.1
#1
BEST MULTI-FAMILY OFFICE 2020
115+
ENTREPRENEUR LIQUIDITY EVENTS
2020
BARRON'S TOP RIA FIRMS
10
TRUE FIDUCIARY® STANDARDS
94%
CLIENT
RETENTION RATE
2020
BEST PLACES
TO WORK
$11.2B
ASSETS UNDER MANAGEMENT
Wealth Reimagined
Proudly independent and unconstrained by limitations. Investing the way it should be.
A Firm Built by Clients, for Clients®
"We built Cresset to provide opportunities — which were once only available to multi-billion-dollar families — to entrepreneurs, CEO Founders, and private equity partners, as well as high-net-worth and multi-generational families. Thinking like a ten billion dollar single-family office, we developed an award-winning shared services platform to deliver the same resources and experiences targeting each stage of your life at a fraction of the cost."
— Eric Becker & Avy Stein, Cresset Co-Founders
The Cresset Ecosystem
Connecting Founders & Partners Through Peer-to-Peer Networks and Exclusive Events.
Rankings & Awards
Best Multi-Family Office. Top Financial Advisor. Best Places to Work.1
