Cresset
Wealth Optimized, Life Elevated
5.0
Cresset is an independent, award-winning multi-family office and private wealth management firm guiding entrepreneurs and ultra-high-net-worth families toward creating enduring wealth.
About
Cresset is an independent, award-winning multi-family office and private investment firm reimagining the way wealth is experienced. Founded in 2017 by entrepreneurs Eric Becker and Avy Stein, Cresset provides access to institutional-quality talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions.
With more than $235B in assets under management and advisement, they are recognized by Barron's and Forbes among the nation's top multi-family offices.
Services
Private Wealth Management
Goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy.
Family Office Services
Comprehensive family office services for ultra-high-net-worth and multi-generational families.
Tax Strategy & Planning
Tax strategy and planning services to optimize tax efficiency.
Estate Planning & Legacy
Estate planning and legacy services to protect and transfer wealth.
Trust Services
Trust services through Cresset Trust Company.
Private Investment Access
Direct access to institutional-quality private investments not typically available to individual investors.
Credentials & Certifications
Reviews
