Family Office Services

Eric Becker: One day we were talking about our experiences with our wealth managers, and Avy had worked with two firms in his career and had less than satisfactory experiences. I had also experienced the same thing he did, which was, it left me wanting more. I felt that it could have been so much better.

Avy Stein: So, we felt that we could create something that had all the creativity and innovation, private markets, capabilities, family office services, and we could do it in a scaled way, and we could build something which was the house that we wanted to live in. Have everybody at Cresset be an owner and have clients also share in that ownership and truly act as fiduciaries for our clients because they deserve better.

Doug Regan: What we noticed was missing in the industry was a wealth management firm that was dedicated to serving clients, but also providing access to investment grade private opportunities. They have a vast network, and they have the resources to pull those people together.

Susie Cranston: When you can have a red thread that sort of helps tie together priorities, helps to really be that institutional memory where necessary, those things I think become invaluable over time.

Jessica Malkin: At Cresset, we were custom built to serve first generation wealth creators, entrepreneurs, founders, multi-generational business owners, athletes and entertainers. We want to be there for that journey and for that pathway, and it helps ensure that we’re not only optimizing your wealth, but we’re optimizing your life.

Eric Becker: What if there was actually a platform, an organization and talent that could help you throughout the season of life? Going all the way back to the beginning of when you were starting a business for the first time. How amazing if there was someone who could coach and advise you, help you get started, and then all the way through to potentially exiting that business and all the things that go along with it.

Doug Regan: Cresset is about leveraging our networks and putting our network to use for our clients. So, what does that mean? Of course, it’s business ideas. Of course it’s new investment opportunities, but beyond that, it’s helping clients realize their full potential.

Eric Becker: We bring those resources to the table, and we take that off of the entrepreneur and CEO founders. We take it off of their shoulders and we partner with them and help them get that done. It helps you financially, it helps you emotionally. It helps you spiritually where you are literally feeling so much better, so much more prepared for what it is that you got yourself into when you first launched your business.

Avy Stein: When they come to us, it’s a full holistic experience and they will have opportunities that they don’t have anywhere else because there really is no place like Cresset. There is no other firm that does all of what we do.

Susie Cranston: Our clients are sort of the north star that motivates us. All of our employees are spending their time day in, day out thinking about not just how can they take care of this generation of clients, but how can we take care of future generations of clients, and that is a differentiated perspective, which will provide differentiated results.