for Private Equity Partners

Award-winning, multi-family office custom-built to meet private investing partners and families at each stage.
$ 1 B+

Assets Under Management1


Barron's Top Financial Advisors1

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/15/23 for data as of 6/30/23. Cresset paid no application fee to participate.

40 +

Liquidity Events1

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 $40B AUM, and is a Barron’s and Forbes Top Advisory firm with True Fiduciary® Standards that put your interests first.1

Custom Built For You

Secure your financial wellbeing at each stage of your trajectory.

  • Private wealth management and family office
  • CFO and liquidity management services
  • Access to top lending structures and pricing
  • Tax-efficient portfolios and direct private investments
  • Sophisticated wealth, trust, and estate planning
  • Governance, education, and philanthropic planning
  • Peer-to-peer learning and private equity partner networking
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.

Your Family Office Team

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

PE Partners Your Investment Portfolio
1 +

Team Members

35/ 1 %

Client & Families/Employee Owned


Offices Nationwide

The Cresset Network

Join a community of entrepreneurs for events, insights, and thought leadership.

  • Peer-to-Peer Networking
  • Build a Personal Advisory Board
  • Next Gen Programming
  • 80+ Learning Events Annually
Mark Cuban

Mark Cuban
Entrepreneur & Business Owner

Laura Alber

Laura Alber
CEO, Williams-Sonoma

Suneel Gupta

Suneel Gupta
Entrepreneur & Founder of RISE

David Rubenstein

David Rubenstein
Founder, The Carlyle Group

Don Thomson

Don Thompson
Former CEO of McDonald's

Diane von Furstenberg

Diane Von Furstenberg
Fashion Entrepreneur
& Legend

Lindsey Vonn
Olympic Gold Medalist, U.S. Ski Team

Jim McKelvey

Jim McKelvey
Entrepreneur &
Co-Founder, Square

Ursula Burns

Ursula Burns
Former CEO of Xerox

Cresset is an Award Winning Family Office

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 4/4/23 for data as of 9/30/22. Cresset paid no application fee to participate.

Barrons Top 100 RIA Firms Award

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/15/23 for data as of 6/30/23. Cresset paid no application fee to participate.

Private Asset Management Awards

Independent judges make determinations based on industry recommendations and a submitted application. Awarded 2/17/22 for data as of 7/31/21. Cresset paid no application fee to participate.

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.