Cresset Capital
Cresset Capital is an independent, award-winning multi-family office and private investment firm headquartered in Chicago. Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. The firm offers access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning, and other services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. Today, Cresset Capital is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA Firm.
ABOUT CRESSET CAPITAL
The multi-family office and private wealth management firm was founded in 2017 by Avy Stein and Eric Becker, two experienced entrepreneurs and investors.
Cresset has been recognized for its innovative approach to wealth management. In 2022, the firm was named one of the "Best Multi-Family Offices" by Barron's.
Cresset has also been featured in publications such as Forbes, The Wall Street Journal, and Bloomberg. The firm has more than $50 billion of assets under management as of July 1, 2024.
FAMILY OFFICE SERVICES
Goals-based Planning & Investing.
Differentiating strategies for tax-efficient portfolios.
Tax Strategy & Planning.
Proactive solutions to minimize capital gains and tax exposure.
Wealth Strategy & Estate Planning.
Custom roadmap process for sophisticated wealth planning.
Private Investment Opportunities.
Access to curated private market opportunities.
Liquid & Exit Planning.
Insights and guidance on growing your company, selling a business, or funding your next venture.
Trust Services.
Full array of trustee services, including the delegation or management of trust assets.
Dedicated care for your private wealth management needs.
Guard your most valuable assets and protect yourself from financial loss.
CFO Services.
Dedicated accounting, administrative, and operational support for your family.
Family Governance & Education.
Guide your wealth decisions across generations.
Lifestyle & Wellness Resources.
Enrich your family's lifestyle to enjoy your wealth.