© 2022 Cresset | Disclosures | Form CRS | Form ADV2A | Terms of Use | Privacy Policy | LinkedIn
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
$23B
Award-winning, multi-family office custom-built to meet private investing partners and families at each stage of your journey.
Assets Under Management 1
Liquidity Events
100+
Forbes Top Wealth Advisors 1
2022
Secure Your Financial Wellbeing at Each Stage of Your Trajectory.
Co-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 help 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.
200+
Team Members
Client/Employee Owned
30/70%
Offices Nationwide
12
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.
© 2021 Cresset | Disclosures | Form CRS | Form ADV2A | Terms of Use | Privacy Policy | LinkedIn
Investment Strategist
Philanthropy & Impact Consultant
Lifestyle Specialist
Banking & Credit Advisor
Wealth Planner
Estate Planner
Family Governance & Education Specialist
Tax Strategist
Eric Becker, Cresset Co-Founder
2022 Top Wealth Advisors
2022 Top Wealth Advisors
2022