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 totalling $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 now has over $10.6B AUM, and is a Barron’s and Forbes Top Advisory firm. At Cresset, your interests come first with True Fiduciary® Standards of Transparency®.
Founded by private equity partners, for private equity partners
$11.2B
Custom Built For You.
Award-winning, multi-family office custom-built to meet private investing partners and their families at each stage of their journey.
The Boutique Family Office for Private Equity Partners
Assets Under Management 1
Client Retention Rate 1
94%
2020 Best Multi-Family Office 1
#1
Secure Your Financial Wellbeing at Each Stage of Your Trajectory.
Founder
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."
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
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 get the big picture. Let’s meet your goals.
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
150+
Team
Employee/Client Owned
70/30%
Offices Nationwide
8
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
Barbara Bush
Co-founder
Global Health Corps
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
CEO
Williams-Sonoma
Laura Alber
Former CEO
Unilever
Paul Polman
Former Chairman
LVMH
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.
Your Family Office Experts
Bringing together the resources you need, when you need them.
Founder and Co-Executive Chairman, The Carlyle Group
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.
© 2020 Cresset Capital. All rights reserved.
