Cresset

Overview

Independent multi-family office and private wealth management firm founded by Eric Becker and Avy Stein. Specializing in serving ultra-high-net-worth families, entrepreneurs, executives, and private equity partners nationwide, the firm manages over $235 billion in assets and has received recognition from Barron’s and Forbes as a top registered investment advisor. Operating with a commitment to True Fiduciary® standards, the organization emphasizes transparency and wealth management innovation.

The firm delivers a comprehensive suite of wealth advisory and family office services, tailored to complex financial needs. Offerings include holistic financial planning, investment advisory with access to institutional-quality private investments, tax and estate strategies, and family office solutions. The organization prioritizes personalized guidance for enduring wealth creation and legacy protection, supports clients with more than 20 office locations, and fosters long-term relationships through a cohesive approach to wealth management.

Basic Information

Contact Details

• Phone: +1 312-429-2400
• Website: cressetcapital.com
• LinkedIn: linkedin.com/company/cresset-capital

Key Focus Areas & Initiatives

• private investment sourcing
• private market innovative strategies
• private banking
• fiduciary standards
• value-add real estate
• private market private equity
• private wealth advisory
• private market family office services
• institutional-quality private markets
• private real estate
• private wealth strategies
• family office
• financial services
• private market curated opportunities
• private market multi-generational wealth
• wealth advisory
• private wealth management platform
• private wealth long-term planning
• private market diversification strategies
• private wealth preservation
• private wealth fiduciary
• venture capital
• private market value-add strategies
• private market access
• wealth transfer
• private wealth innovation
• private wealth legacy
• private market estate planning
• investment advisory
• private wealth high-net-worth
• private wealth private real estate
• private wealth private markets
• private equity secondaries
• private wealth client service
• tax planning
• private market long-term wealth
• private market opportunities
• wealth planning
• family office services
• family governance
• asset management
• private wealth customization
• private wealth private investment sourcing
• private wealth family focus
• private market long-term investments
• financial planning
• private wealth services
• private market succession planning
• private wealth management
• private market wealth preservation
• private wealth client focus
• investment management
• private wealth institutional clients
• private market opportunistic strategies
• private investment opportunities
• private market fund vehicles
• alternative investments
• private wealth solutions
• private market growth opportunities
• private market legacy planning
• private wealth curated investments
• private wealth private equity
• private wealth private market opportunities
• private wealth private investments
• private real estate development
• tax-efficient portfolios
• private market direct investments
• opportunistic real estate
• private real estate investments
• estate planning
• private market high-net-worth clients
• private market tailored solutions
• private wealth institutional access
• private wealth diversification
• private wealth ecosystem
• private market real estate
• private market tax strategies
• curated private investments
• private market institutional access
• private investments
• private wealth growth
• securities and commodity contracts intermediation and brokerage
• services
• private investment platform
• private wealth tailored solutions
• wealth management
• risk management
• private market institutional investors
• private equity
• private wealth transparency
• private equity investments
• multi-family office
• wealth strategy
• legacy trust services
• liquidity planning
• exit planning
• cfo services
• philanthropic planning
• wealth management strategies
• ultra high net worth individuals
• personalized financial solutions
• direct private investments
• goals-based planning
• true fiduciary standards
• transparent costs
• independent advisory firm
• private banking services
• asset protection strategies
• financial education
• diversified investment portfolios
• institutional-quality investments
• client experiences
• wealth insights
• lifestyle complexities
• community engagement
• financial security
• financial independence
• financial well-being
• market updates
• holistic financial approach
• investment opportunities
• collaborative services
• networking events
• employee-owned
• client-centered
• wealth transfer strategies
• financial literacy
• sustainable investing
• investment risk assessment
• adaptable wealth solutions
• b2b
• finance
• law practice
• legal services

Technologies Used

• AI
• AWS SDK for JavaScript
• Akamai CDN Solutions
• Bloomberg Professional Services
• CPI
• Fidelity HSA
• MSCI
• Microsoft Application Insights
• Microsoft Azure Monitor
• Microsoft Exchange Server 2003
• Microsoft Office
• Microsoft Windows Server 2016
• Office365
• Outlook
• Pardot
• Paychex
• React
• React Redux
• Salesforce
• Schwab Compliance Technologies
• Sendgrid
• Slack
• WP Engine
• eVestment

Affiliated Organizations & Regional Branches

• Asset Management Advisors Inc
• Meristem l Cresset
• Cypress Wealth Advisors
• CH Investment Partners
• Berman Wealth Strategies
• Meristem Llp
• Evanston Advisors