The Agile
Family Office

Comprehensive support for
pre-liquidity

$ 1 B+

Assets Under Management¹

Barron's Top Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithm. Awarded 3/15/23 for data as of 9/30/22. Cresset paid no application fee to participate.

40 +

Liquidity Events¹

We advise entrepreneurs, founders, venture-backed and PE-backed executives, closely-held business owners navigating a business sale, and early team members at high growth tech companies.

How can I ensure that my tax situation is optimized when I have my liquidity event?

How can I streamline my personal and professional lives to better manage my time?

What are the proven best practices that can reduce risk and increase personal and business success?

How can I join a vetted community of other innovative and successful entrepreneurs?

Cresset Catalyst Clients

Working with pre-liquidity entrepreneurs in a variety of industries to help maximize liquidity events.

The Cresset Catalyst Solution

Centralize your financial world to focus on what matters to you most.

Services We Offer

Cohesive strategies to unify liquidity planning, tax, estate, and wealth advisory.

Tax
Strategy

Proactive Solutions to Minimize Tax Exposure

Estate
Planning

Pre and Post Transaction Strategies

Goals-Based Planning

Financial Independence Modeling and Portfolios

Business Sale Advisory

Structuring to Prepare for Life After the Transaction

Credit &
Lending

Pre-Negotiated Rates with Banking Institutions

Private Investments

Access to Direct and Curated Opportunities

When I was 28, after selling two businesses, I was turned down by one of the best-known Wall Street firms because I didn’t meet their minimum. That inspired the creation of Cresset Catalyst—a platform designed to support founders earlier in their journeys—working to help achieve milestones and maximize liquidity events.

Eric Becker

Founder and Co-Chairman
Cresset

Expert Insights

The Cresset Network

Join a community of entrepreneurs for insights and best practices for selling a business.

Peer-to-Peer Networking
Build a Personal Advisory Board

Next Gen Programming
80+ Learning Events Annually

Mark Cuban
Entrepreneur & Business Owner

Laura Alber
CEO, Williams-Sonoma

Suneel Gupta
Entrepreneur & Founder of RISE

David Rubenstein
Founder, The Carlyle Group

Don Thompson
Former CEO of McDonald's

Diane Von Furstenberg
Fashion Entrepreneur
& Legend

Lindsey Vonn
Olympic Gold Medalist, U.S. Ski Team

Jim McKelvey
Entrepreneur &
Co-Founder, Square

Ursula Burns
Former CEO of Xerox

Cresset is an Award Winning Family Office

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 4/4/23 for data as of 9/30/22. Cresset paid no application fee to participate.

Rankings developed by Barron’s using proprietary algorithm. Awarded 9/19/22 for data as of 6/30/22. Cresset paid no application fee to participate.

Independent judges make determinations based on industry recommendations and a submitted application. Awarded 2/17/22 for data as of 7/31/21. Cresset paid no application fee to participate.

view award disclosures

Get Started.

Talk with our Cresset Catalyst Founder to begin crafting your personalized plan.

Cresset Capital Management, LLC and all of its subsidiaries and affiliates. Cresset Asset Management, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC are SEC registered investment advisors.

The Agile Family Office

Assets Under Management1

Barron's Top Financial Advisors1 Rankings developed by Barron’s using proprietary algorithm. Awarded 3/15/23 for data as of 9/30/22. Cresset paid no application fee to participate.

Liquidity Events1