Cresset Family Office

Cresset is a multi-family office and private wealth management firm dedicated to serving ultra-high-net-worth families, entrepreneurs, and CEO founders. Founded by Eric Becker and Avy Stein, the firm manages over $70 billion in assets and is recognized as a top Registered Investment Advisor by Barron’s and Forbes.

Cresset provides a comprehensive suite of wealth management services tailored to the complex financial needs of its clients. These services include goals-based financial planning, investment advisory focused on tax efficiency, access to private market investments, asset protection strategies, family governance, and integrated private banking services. The firm emphasizes a holistic approach to wealth management, ensuring that client interests are prioritized through its proprietary True Fiduciary® and Transparency Standards™.

With offices in major U.S. cities, including Chicago, Atlanta, Dallas, New York, and San Francisco, Cresset is well-positioned to offer personalized wealth management solutions that encompass investment advisory, estate planning, philanthropy, and intergenerational wealth transfer.