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 $15B AUM, and is a Barron’s and Forbes Top Advisory firm with True Fiduciary® Standards that put your interests first.1 

Founded by private equity partners, for private equity partners

$15.12B

Custom Built For You.

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

The Boutique Family Office for Private Equity Partners

Cresset Capital Management

Assets Under Management 1

Liquidity Events

100+

2020 Best Multi-Family Office 1

#1

Secure Your Financial Wellbeing at Each Stage of Your Trajectory.

Co-Founder

Avy Stein

Avy Stein

You deserve to have a family office. Now you can.

"We built Cresset to provide opportunities--which were once only available to multi-billion-dollar families--to private equity partners, CEO founders and entrepreneurs. Thinking like a ten billion dollar single-family office, we developed an award-winning platform to deliver the same resources and experiences at a fraction of the cost, at each stage of your life."

Schedule Your Founder Call
Barron's Top 100 RIA Firms
Family Wealth Report Best Multi-Family Office
Forbes Top Wealth Advisors
Private Asset Management Awards
RIA Channel Top 100 Wealth Managers


  • CFO and liquidity management services

  • Access to top lending structures and pricing 

  • Tax-efficient portfolios and direct private investments

  • Sophisticated wealth and estate planning

  • Governance, education, and philanthropic planning

  • Peer-to-peer learning and private equity partner networking

Start Your Journey
Investment News Best Places to Work for Financial Advisors

Prepare Now for Tax Law Changes

An increase in income and capital gains tax rates are possibly on the way. Here are the strategies our experts present for you to mitigate the potential impact.

Your Family Office Team

What you do today can impact your future for decades -- or generations -- to come.  Start with an integrated team to get the big picture. Let’s meet your goals.
 

Have your family office in place before your next move.

What you do today can impact your future for decades—or generations—to come.  
Start with an integrated team to help meet your goals.

Schedule a Founder Call

Chief Investment Officer

Jack Ablin

Jack Ablin

Chief Investment Officer

The obsession with production efficiency and cost-cutting at the expense of diversification and resiliency left the American economy susceptible. In this article Cresset’s Chief Investment Officer Jack Ablin discusses reasons to be optimistic about reversing the outsourcing trend and bringing manufacturing back home. 

Jack Ablin: The Promise and Problems of Reshoring

Read NowRequest a call with a founder

150+

Team Members

Employee/Client Owned

30/70%

Offices Nationwide

10

Chief Investment Officer

Jack Ablin

Chief Investment Officer

Jack Ablin

Chief Investment Officer

Jack Ablin

Chief Investment Officer

Jack Ablin

Chief Investment Officer

Jack Ablin

Chief Investment Officer

Jack Ablin

Ursula Burns

Laura Alber

CEO
Williams-Sonoma

Cresset clients get access to exclusive peer-to-peer learning with global thought leaders, scientists, authors, and entrepreneurs. 

Private Events & Experiences

Former CEO
McDonald's Corp.

Don Thompson

Don Thomson
Chairwoman of VEON & Former CEO of XEROX

Ursula Burns

Laura Alder
Former CEO
Unilever

Paul Polman

Paul Polman
Former Chairman
LVMH

Pauline Brown

Pauline Brown

PE Partner

Advisory Board — Private Investors, CEO Founders and Entrepreneurs

Leveraging decades of deep expertise to provide access to unique solutions and ideas from extraordinary achievers.

See Full Advisory Board
Read Article

Your Family Office Team

Bringing together the resources you need, when you need them.

Your Family Office Team
Founder and Co-Executive Chairman, The Carlyle Group

David Rubenstein

David Rubenstein
  • Investment Strategist

  • Philanthropy & Impact Consultant

  • Lifestyle Specialist

  • Banking & Credit Advisor

  • Wealth Planner

  • Estate Planner

  • Family Governance & Education Specialist

  • Tax Strategist

Cresset refers to Cresset Capital Management 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.

Eric Becker, Cresset Co-Founder

Chicago  |  Atlanta  |  Denver  |  Houston  |  Los Angeles  |  Minneapolis  |  San Francisco  |  Schaumburg  |  Washington, D.C.  |  West Palm Beach 

Cresset Capital Management

2021 Top Wealth Advisors

2021 Top Wealth Advisors