The Boutique Family Office for Private Equity Partners

Award-winning, multi-family office custom-built to meet private investing partners and families at each stage of your journey.
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Founded by private equity partners, for private equity partners

Cresset was created by entrepreneurs Eric Becker and Avy Stein who spent decades as private equity investors. During their careers they started and backed over 150 businesses, and launched eight funds totaling $8B.

As they explored options for managing their own families’ wealth, they were struck by the limitations of existing wealth management approaches, including the lack of sophisticated advice and access to an ecosystem of direct private investments. 

They built what they couldn’t find – a multi-family office dedicated to PE partners and founders. Cresset Asset Management now has over $23B AUM, and is a Barron’s and Forbes Top Advisory firm with True Fiduciary® Standards that put your interests first.1

Bringing together the resources you need at each step of your journey.

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Sophisticated Solutions

Reinvent the Way You Experience Wealth.

1

Tax
Strategy &
Planning

2

Goals-Based
Planning &
Investing

3

Wealth
Strategy
& Liquidity

4

Public
& Private
Investments

5

Estate,
Philanthropy
& Legacy

6

Private
Banking
Services

7

Family
Governance
& Education

8

Lifestyle &
Wellness
Resources

The Cresset Ecosystem

Connecting Founders & Partners Through
Peer-to-Peer Networks and Exclusive Events.
Cresset Ecosystem

PEER-TO-PEER NETWORK

You become part of a community that shares advice, resources, and investment possibilities to help enrich your life.

ACCESS TO EVENTS & IDEAS

Curated programs with globally recognized thought leaders, scientists, authors, researchers, technologists, and entrepreneurs.

“We built Cresset to provide opportunities once only available to multi-billion-dollar families. Our award-winning shared services platform delivers the same resources and experiences at a fraction of the cost.”

Eric Becker & Avy Stein, Cresset Co-Founders

True Fiduciary® Standards

Your Interests Come First.

OUR TRANSPARENCY COMMITMENT1

  1.  Embrace the Legal Fiduciary Obligation to Place Clients’ Interests First
  2. Deliver Comprehensive Financial Planning
  3. Provide Fee-Only Advice
  4. Do Not Accept Commissions
  5. Be transparent on client costs, fees, and terms
  6. Provide Transparency on Portfolios and Investments
  7. Remain Independent from any Bank, Broker Dealer, Insurance or Custodian
  8. Measure Client Performance Returns Using Independent Third Parties
  9. Do Not Create Products to Sell or Price Any Public Securities
  10.  Do Not Physically Hold or Possess Any Client
    Assets, Securities, or Money

Advisor has affiliations, through common ownership and/or control, with other registered investment advisors, registered financial service institutions, and pooled investment vehicles. The Advisor may recommend its affiliates’ products and services to clients. The True Fiduciary® Standards have been adopted by the Advisor and not its affiliated entities. In no event is a client obligated to use affiliates’ services or purchase products.