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®.
$11.2B
Award-winning, multi-family office custom-built to meet private investing partners and their families at each stage of their journey.
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
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
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.
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.
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
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.
150+
Team
Employee/Client Owned
70/30%
Offices Nationwide
8
Chief Investment Officer
Chief Investment Officer
Chief Investment Officer
Chief Investment Officer
Chief Investment Officer
Chief Investment Officer
Cresset clients get access to exclusive peer-to-peer learning with global thought leaders, scientists, authors, and entrepreneurs.
Leveraging decades of deep expertise to provide access to unique solutions and ideas from extraordinary achievers.
Bringing together the resources you need, when you need them.
Investment Strategist
Philanthropy & Impact Consultant
Lifestyle Specialist
Banking & Credit Advisor
Wealth Planner
Estate Planner
Family Governance & Education Specialist
Tax Strategist
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