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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

After more than 60 years of combined experience as private equity executives, entrepreneurs, and CEO founders, Avy Stein and Eric Becker came out of retirement to launch Cresset. As longtime family office clients themselves, their...

what is a family office

What is a Multi-Family Office?

How Do You Evaluate a Wealth Advisor? 7 Questions to Ask

structure your estate before selling your business

Structure Your Estate Before Selling Your Business

Eric Becker: How Tragedy Changed Cresset's Co-Founder

In The News

Top Women Financial Advisors Janet Dougherty

Barron’s Names W Janet Dougherty to Top Women Financial Advisors List for 2022

CHICAGO – June 30, 2022: Cresset Asset Management (Cresset) Wealth Advisor W Janet Dougherty, CFA, has been named to Barron’s Top Women Financial Advisors List for 2022, coming in at #60 out of 100 total...

Cresset to Merge with Meristem Family Wealth

The Shift to RIAs

Why Wealthy Families are Turning to Independent Wealth Managers

Barrons 2021 Top 100 RIA Firms

Barron’s Ranks Cresset Among Top RIA Firms and Independent Advisors

Certified Transparent Company

Cresset Asset Management Recognized as a Certified Transparent Company^™

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A Mid-Year Reexamination of Fixed Income

06.22.22: Over the years, bonds and stocks have played complementary roles in portfolio management, the foundation of which is built on diversification. Fixed-income securities tended to the slow, steady and boring quadrant of the portfolio...

Assessing Recession Risk

What May's Inflation Numbers Portend

Cresset's Equity Market Scenarios for 2022

Biggest US Bank Issues Economic Hurricane Warning

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